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, balancing time between Charlotte and Asheville, which may influence local investment opportunities [1] - The investor 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] Group 2 - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, indicating a diversified investment strategy [3] - Key holdings include broad market ETFs like DIA, VOO, and QQQM, as well as sector-specific investments in energy (XLE) and utilities (VPU) [3] - The investor is involved in the CEF/ETF Income Laboratory, which focuses on managed income portfolios targeting approximately 8% yields, appealing to both active and passive investors [3]

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 wor ...

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 emphasizes the importance of diligent saving and investing, highlighting a personal journey from a middle-class background to co-managing a seven-figure investment account [2] - The investor maintains an updated portfolio that includes a variety of funds, stocks, and sectors, demonstrating a commitment to transparency and active management [3] Group 2 - The broad market investments include DIA, VOO, QQQM, and RSP, while sector-specific investments focus on energy (XLE/IXC) and utilities (VPU/IDU/BUI) [3] - Alternative investments include Bitcoin and gold (IAU), indicating a diversification strategy that encompasses both traditional and digital assets [3] - The investor is involved in the CEF/ETF Income Laboratory, which targets safe and reliable yields of approximately 8% through managed income portfolios, appealing to both active and passive investors [3]