Our Portfolio

This is how we have deployed our capital across the different strategies included in the Platinum plan. Please consider this as a guideline and feel free to adjust based on your own risk tolerance and goals for investment returns.

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While there is no minimum capital requirement, most brokers require a minimum value and margin accounts to be able to trade all our strategies.

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We have created a separate trading account to implement our non mutual fund strategies. Below is the allocation of funds in that trading account:

• ETF Pack: 45%

  • ETF Core: 15%​

  • ETF Alpha: 30%

• Stock Pack: 22%​

  • Mega Trends: 15%​

  • Swing Trading: 7%

• Options Income: 33%​

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The retirement plan for my company is with Fidelity and my wife's with Vanguard. We have been managing 70% of our combined 401(k) funds through the strategies in our Mutual Fund Pack

• Mutual Fund Pack: 70%

  • Fidelity: 60%​

  • Vanguard: 10%

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