I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...

Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The transition to value investing was motivated by a desire to make money work effectively and to protect against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 3: Investment Advisory Role - The author served as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, the author felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles reflect the author's personal investment journey, allowing readers to engage in the same path of value investing [1]

Core Viewpoint - Lantz Financial LLC has increased its position in Invesco BulletShares 2027 Corporate Bond ETF by acquiring 270,586 shares, valued at approximately $5.34 million, reflecting both the share addition and market price movement [2][6]. Group 1: Transaction Details - On January 14, 2026, Lantz Financial LLC disclosed the acquisition of 270,586 shares of Invesco BulletShares 2027 Corporate Bond ETF, with an estimated trade value of $5.34 million based on quarterly average pricing [1][2]. - The increase in position value by $5.34 million is attributed to both the new shares acquired and the movement in market price [2]. Group 2: ETF Overview - The Invesco BulletShares 2027 Corporate Bond ETF has a dividend yield of 4.26% and was priced at $19.75 as of January 13, 2026 [4][6]. - The fund has a one-year total return of 6.07%, which underperformed the S&P 500 by 14.8 percentage points [6]. - As of January 14, 2026, BSCR closed 0.23% below its 52-week high [6]. Group 3: Investment Strategy - The ETF focuses on U.S. dollar-denominated investment grade corporate bonds maturing in 2027, aiming to provide predictable income and defined maturity exposure [7][8]. - The fund's structure as an exchange-traded fund allows for transparent access to a targeted bond-laddering strategy, designed to meet the needs of investors seeking efficient access to the corporate bond market [7][8]. Group 4: Implications for Investors - Lantz Financial employs a modern portfolio theory-based investment strategy to minimize volatility while aiming for decent returns, with the Invesco 2027 Corporate Bond ETF being a key component of its fixed-income investments [9].

Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing a long-term investment strategy and risk management [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019 [1] - The decision to study value investing was driven by the desire to grow wealth and protect against financial setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience at the law firm contributed to the author's understanding of sales strategies in assessing company prospects [1] Group 3: Investment Advisory Role - The author worked as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in the role, the author felt frustrated with Fidelity's reliance on modern portfolio theory, which conflicted with their value investing approach [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha to share investment opportunities discovered through personal research [1] - The articles serve as a platform for the author to document their investment journey and engage with readers [1]

Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investing [1] - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1] Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, there was frustration due to the reliance on modern portfolio theory rather than value investing principles [1] Group 4: Current Endeavors - In November 2023, the individual began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles serve as a platform for the individual to document their investment journey and the opportunities they pursue [1]

Core Insights - The individual transitioned from a potential career in politics to finance, focusing on value investing and long-term wealth growth with risk management in mind [1] - Experience in sales at a law firm and as an investment advisory representative at Fidelity contributed to a strong understanding of company sales strategies and investment planning [1] - The shift to writing for Seeking Alpha in November 2023 represents a new avenue for sharing investment opportunities and insights with readers [1] Group 1 - The individual emphasizes a value investing approach, avoiding short-selling and focusing on long-term investment strategies [1] - A significant period of professional development occurred from 2020 to 2022, where the individual excelled in sales and built a knowledge base about public companies [1] - The experience at Fidelity highlighted a conflict between personal investment philosophy and the company's reliance on modern portfolio theory [1] Group 2 - The decision to leave Fidelity after a year was driven by the inability to align personal investment strategies with the company's framework [1] - The current role at Seeking Alpha allows for the exploration and communication of investment opportunities, reflecting a collaborative journey with readers [1] - The individual’s background in aggressive saving and capital building supports their current investment activities [1]

Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1] - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1] Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, there was frustration due to the reliance on modern portfolio theory, which conflicted with the individual's value investing approach [1] Group 4: Current Endeavors - In November 2023, the individual began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles serve as a platform for the individual to document their investment journey and the opportunities they pursue [1]

Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The transition to value investing was motivated by a desire to make money work effectively and to protect against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the author served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The author excelled in this role, passing Series exams ahead of schedule, but felt constrained by Fidelity's reliance on modern portfolio theory [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles reflect the author's personal investment journey and the opportunities they identify in the market [1]

Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - A sales role at a law firm from 2020 to 2022 allowed the author to excel and manage a team, contributing to the development of sales strategies [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 2: Investment Philosophy - The author identifies as a value investor, focusing on an owner's mindset and long-term investment horizons [1] - A position as an investment advisory representative at Fidelity from 2022 to 2023 highlighted a conflict between the author's value investing approach and Fidelity's reliance on modern portfolio theory [1] - The author ultimately left Fidelity due to the inability to align investment strategies internally, reaffirming a commitment to value investing [1] Group 3: Current Endeavors - Since November 2023, the author has been writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to document and share the investment journey with readers, fostering a community of like-minded investors [1]

Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The transition to value investing was motivated by a desire to make money work effectively and to protect against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the author served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The author excelled in this role, passing Series exams ahead of schedule, but felt constrained by Fidelity's reliance on modern portfolio theory [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles reflect the author's personal investment journey and the opportunities they identify in the market [1]