CURRENT PORTFOLIO AND HISTORICAL RETURN

HOW THIS TOOL WORKS

Transparency

1.   We  believe in full transparency in our investment predictions and decisions.

2.   We publish and track our portfolio holdings in real time, so you can follow and asses our portfolio performance.

3.    We invest real money so you can be sure we are playing the real game. 

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Investment Outlook

Our current market analysis and prediction of what reserves the future. We cover all tradable asset classes and we model our active portfolio based on our view of the future.

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Portfolios Performance

As capital becomes available we invest it 50% in our passively managed portfolio which tracks the NASDAQ and 50% in securities that we believe will do well in the future. There are no trading restrictions, active portfolio invests only in stocks, no leverage, no derivatives.

INVESTMENT OUTLOOK

Active

Bookkeeping and QuickBooks
Accounting
Tax preparation and filing
Tax planning

Business structure selection
Business valuations
Financial Statements preparation
Revenue and forecasting analysis

Passive

Tax preparation and filing
Tax planning
Real Estate planning

Investing and asset selection
Portfolio asset allocation

Budgeting and saving

Debt management

Non typical situations