Core Insights - The individual has 15 years of experience in financial services, focusing on macro investment strategies and identifying undervalued sectors and thematic ideas such as metals, gold, and cryptocurrency [1] - The individual emphasizes the importance of diligent saving and investing, showcasing a personal journey from a middle-class background to co-managing a seven-figure investment account [2] - The investment portfolio includes a diverse range of assets, including broad market ETFs, sector-specific funds, alternatives like Bitcoin and gold, and individual stocks, indicating a well-rounded investment strategy [3] Investment Strategy - The investment approach includes maintaining an up-to-date portfolio that reflects actual investments, which is shared with followers to enhance transparency [3] - The focus on managed income portfolios targeting safe and reliable yields of approximately 8% highlights a strategy aimed at both active and passive investors [3] - The inclusion of high-yield opportunities in closed-end funds (CEF) and exchange-traded funds (ETF) suggests a tactical approach to income generation [3] Portfolio Composition - Broad market investments include DIA, VOO, QQQM, and RSP, indicating a focus on major indices [3] - Sector and non-US investments feature XLE, IXC, VPU, IDU, BUI, and various international ETFs, reflecting a global investment perspective [3] - Alternatives in the portfolio include Bitcoin and gold-related funds, showcasing a diversification strategy that includes both traditional and digital assets [3]
3 Reasons I See Bitcoin Moving Higher Still
Seeking Alpha·2025-10-08 15:54