Core Insights - The article discusses the author's investment philosophy, focusing on macro trends and under-valued sectors, particularly in metals, gold, and cryptocurrency [1] - The author emphasizes the importance of diligent saving and investing, sharing personal experiences of financial growth over two decades [1] Investment Strategy - The author specializes in identifying opportune entry points for investments in various sectors, including both traditional stocks and alternative assets [1] - Managed income portfolios targeting approximately 8% yields are highlighted, utilizing high-yield opportunities in closed-end funds (CEF) and exchange-traded funds (ETF) [1] Portfolio Composition - The portfolio includes a mix of broad market ETFs such as DIA, VOO, and QQQM, as well as sector-specific investments like XLE and VPU [1] - Alternative investments include Bitcoin and gold-related assets like IAU and CEF, indicating a diversified approach to asset allocation [1] Community Engagement - The author contributes to an investing group that offers features like 24/7 chat and trade alerts, aimed at both active and passive investors [1]

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]