Strengths & Fundamentals
Good Companies, Good Offers
Companies positioned to win because of their strengths in offering, positioning, and leadership.
Current Holdings
% of Total Portfolio
On Running
7.5%
Ticker: MSTY
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
Michael Saylor, The Dividend Investor
ASML
12.5%
Ticker: GRNY
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
Tom Lee
Apollo Global Management
10.0%
Ticker: MAIN
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
Caterpillar
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
Spotify
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
Arista Networks
N/A
Ticker: N/A
What It Is
Literally Cash
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
Pathward Financial
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
Vistra
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
Beacon Roofing Supply
N/A
Ticker: N/A
What It Is
Literally Cash
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
Taiwan Semiconductor
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
General Dynamics
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
Blackrock
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
Automatic Data Processing
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
Verisign
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
Ally Insurance
N/A
Ticker: N/A
What It Is
Literally Cash
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
MP Materials
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
7.5%
On Running
Ticker: MSTY
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
Michael Saylor, The Dividend Investor
12.5%
ASML
Ticker: GRNY
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
Tom Lee
10.0%
Apollo Global Management
Ticker: MAIN
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%
Caterpillar
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%
Spotify
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
Arista Networks
Ticker: N/A
What It Is
Literally Cash
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
8.5%
Pathward Financial
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%
Vistra
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
Beacon Roofing Supply
Ticker: N/A
What It Is
Literally Cash
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%
Taiwan Semiconductor
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%
General Dynamics
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%
Blackrock
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%
Automatic Data Processing
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%
Verisign
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
Ally Insurance
Ticker: N/A
What It Is
Literally Cash
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
8.5%
MP Materials
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