Portfolio Essentials
Portfolio Essentials
The Sturdy Foundation for Our Portfolio
Long-term investments that are great for retirement accounts, risk management, and compound growth.
Current Holdings
% of Total Portfolio
Vanguard S&P 500 ETF
12.5%
Ticker: VOO
What It Is
Actively Managed S&P 500 Index ETF
Why We Like It
An all-time great investment that actively rebalances to include great companies.
Investing Principles
Fundamentally Strong Offer
Expert Backing
Warren Buffett
Alamos Gold
12.5%
Ticker: AGI
What It Is
High-performing Dividend-paying Gold Stock
Why We Like It
An excellent portfolio diversifier and inflation hedge for risk balancing and growth.
Investing Principles
Fundamentally Strong Offer
Expert Backing
Needlestrat
JPM Premium Income ETF
10.0%
Ticker: JEPQ
What It Is
Actively Managed Nasdaq Dividend ETF
Why We Like It
Tech-focused with a very strong dividend payout structure, great for retirement accounts.
Investing Principles
A Fundamentally Strong Offer
Expert Backing
The Dividend Investor
iShares CN Large Cap ETF
8.5%
Ticker: FXI
What It Is
Actively Managed China Large Cap ETF
Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.
Investing Principles
New World Order
Expert Backing
Michael Burry
Berkshire Hathaway
2.5%
Ticker: BRK.B
What It Is
Actively Managed Holding Company
Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.
Investing Principles
Ride The Hot Hand
Expert Backing
Warren Buffett
Low-Risk Alternatives
*Not Included
Ticker: N/A
What It Is
Cash, Bonds, T-Bills
Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power.
Investing Principles
If It Ain’t Broke
Expert Backing
Needlestrat
12.5%
Vanguard S&P 500 ETF
Ticker: VOO
What It Is
Actively Managed S&P 500 Index ETF
Why We Like It
An all-time great investment that actively rebalances to include great companies.
Investing Principles
Fundamentally Strong Offer
Expert Backing
Warren Buffett
12.5%
Alamos Gold
Ticker: AGI
What It Is
High-performing Dividend-paying Gold Stock
Why We Like It
An excellent portfolio diversifier and inflation hedge for risk balancing and growth.
Investing Principles
Fundamentally Strong Offer
Expert Backing
Needlestrat
10.0%
JPM Premium Income ETF
Ticker: JEPQ
What It Is
Actively Managed Nasdaq Dividend ETF
Why We Like It
Tech-focused with a very strong dividend payout structure, great for retirement accounts.
Investing Principles
A Fundamentally Strong Offer
Expert Backing
The Dividend Investor
8.5%
iShares CN Large Cap ETF
Ticker: FXI
What It Is
Actively Managed China Large Cap ETF
Why We Like It
A great way to diversify internationally into the largest companies in a world-leading economy.
Investing Principles
New World Order
Expert Backing
Michael Burry
2.5%
Berkshire Hathaway
Ticker: BRK.B
What It Is
Actively Managed Holding Company
Why We Like It
An all-time great investment with a world-class management team and unique asset exposure.
Investing Principles
Ride The Hot Hand
Expert Backing
Warren Buffett
N/A
Low-Risk Alternatives
Ticker: N/A
What It Is
Cash, Bonds, T-Bills
Why We Like It
Cash is king, even with the US Dollar weakening. A great hedge, and gives investors buying power.
Investing Principles
If It Ain’t Broke
Expert Backing
Needlestrat