Set & Forget
Set & Forget
‘Blue Chip’ Assets for Long-Term Compounding
High-performing stocks with staying power, supporting our sturdy foundation of ‘Portfolio Essentials.’
Current Holdings
% of Total Portfolio
YMAX MSTR Income ETF
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
Fundstrat Granny Shots ETF
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
Main Street Capital
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
NVIDIA
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
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
Microsoft
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
Occidental Petroleum
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
Costco
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
Global AI x Robotics ETF
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
Global Infrastructure ETF
N/A
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
VenEck Semiconductor ETF
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
iShares India 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 Vietnam 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
iShares Brazil ETF
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
Brookfield Renewable
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
MAG Silver
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%
Vanguard S&P 500 ETF
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%
Fundstrat Granny Shots ETF
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%
Main Street Capital
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%
NVIDIA
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%
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
Microsoft
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%
Occidental Petroleum
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%
Costco
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
Global AI x Robotics ETF
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
N/A
Global Infrastructure 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%
VenEck Semiconductor ETF
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%
iShares India 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 Vietnam 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%
iShares Brazil ETF
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
Brookfield Renewable
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%
MAG Silver
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