I am a macro-focused investor with 15 years experience working in Financial Services. My niche is finding under-valued sectors and thematic ideas (metals, gold, crypto) at opportune entry points. The first half of my career was in New York, working professionally after college (BS - Finance and D1 Men's Tennis). I relocated to North Carolina for graduate school (MBA) and employment. I am fortunate to spend half my time in Charlotte and half in Asheville.I grew up in a middle-class family where a strong work ...

I am a macro-focused investor with 15 years experience working in Financial Services. My niche is finding under-valued sectors and thematic ideas (metals, gold, crypto) at opportune entry points. The first half of my career was in New York, working professionally after college (BS - Finance and D1 Men's Tennis). I relocated to North Carolina for graduate school (MBA) and employment. I am fortunate to spend half my time in Charlotte and half in Asheville.I grew up in a middle-class family where a strong work ...

Group 1 - The investor has 15 years of experience in financial services, focusing on macro trends and identifying undervalued sectors and thematic investment ideas such as metals, gold, and cryptocurrency [1] - The investor has transitioned from New York to North Carolina, indicating a diverse geographical experience in the financial sector [1] - The investor emphasizes the importance of diligent saving and investing, showcasing a personal success story of growing a modest initial amount into a seven-figure investment account [2] Group 2 - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, which is shared with followers, indicating a commitment to transparency and engagement [3] - The portfolio includes broad market ETFs like DIA, VOO, QQQM, and sector-specific investments such as XLE and VPU, highlighting a diversified investment strategy [3] - The investor also participates in the CEF/ETF Income Laboratory, focusing on managed income portfolios targeting approximately 8% yields, which caters to both active and passive investors [3]

Group 1 - The investor has 15 years of experience in financial services, focusing on macro trends and identifying undervalued sectors such as metals, gold, and crypto [1] - The investor has transitioned from New York to North Carolina, indicating a diverse geographical experience in the financial sector [1] - The investor emphasizes the importance of diligent saving and investing, showcasing a personal success story of growing a modest initial amount into a seven-figure investment account [2] Group 2 - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, which is shared with followers [3] - The portfolio includes broad market ETFs like DIA, VOO, QQQM, and sector-specific funds such as XLE and VPU, indicating a diversified investment strategy [3] - The investor also engages in alternative investments, including Bitcoin and gold, and specializes in macro analysis within the CEF/ETF Income Laboratory, targeting safe and reliable yields [3]

Group 1 - The investor has 15 years of experience in financial services, focusing on macro trends and identifying undervalued sectors and thematic investment opportunities such as metals, gold, and cryptocurrency [1] - The investor has a strong educational background with a BS in Finance and an MBA, and has worked in both New York and North Carolina [1] - The investor emphasizes the importance of diligent saving and investing, having transitioned from a middle-class background to co-managing a seven-figure investment account [2] Group 2 - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, which is shared with followers [3] - Key investments include broad market ETFs like DIA, VOO, QQQM, and sector-specific funds such as XLE and VPU, as well as alternatives like Bitcoin and gold [3] - The investor contributes to the CEF/ETF Income Laboratory, focusing on managed income portfolios targeting approximately 8% yields, with a majority of holdings being monthly-payers for steady income [3]