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 ...

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 company focuses on macro investment strategies, particularly in under-valued sectors and thematic ideas such as metals, gold, and cryptocurrency [1] - The investment approach emphasizes diligent saving and investing as a means to achieve financial success, demonstrated by the management of a seven-figure investment account [2] - The portfolio includes a diverse range of assets, including broad market ETFs, sector-specific funds, alternative investments like Bitcoin and gold, and individual stocks [3] Group 2 - The investment group CEF/ETF Income Laboratory specializes in macro analysis and offers managed income portfolios targeting reliable yields of approximately 8% [3] - The majority of holdings in the investment group are monthly-payers, which facilitates faster compounding and steady income streams for investors [3] - Additional features of the investment group include 24/7 chat support and trade alerts, catering to both active and passive investors of varying experience levels [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]