We are glad you have chosen this path to build wealth. We are absolutely confident you will succeed in your efforts.
Importantly, you have come to the correct place to begin your investing journey. We believe we can help you significantly in your journey.
In order to be successful in investing, we believe, you will need to bring these attributes to your investing process.
We believe if you have these attributes you will benefit from a subscription to InvesTrak.
We have 3 Powerful Strategies - all of which can be used by you - to build wealth over the long term.
Here below is a sample approach for using these strategies effectively.
After determining the amount of capital to invest, we can adopt a sample allocation mix for these strategies as detailed below.
Individual risk tolerances and time horizons may wary but we believe a long term portfolio should be up and running for at least 10 years or more to get the maximum benefits of compounding.
More on the power of compounding explained below.
InvesTrak - NewsLetter Strategy | % of Capital | Implementation |
MCAPETF-PASSIVE-STRATEGIC | 50% |
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MCAPEQUITY-ACTIVE-STRATEGIC | 30% |
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MCAPEQUITY-GROWTHINCOME-TACTICAL | 20% |
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Full benefits of long term investing are seen when the power of compounding is allowed to work on the portfolios.
The sample capital allocated for this model portfolio is $25000.
InvesTrak - NewsLetter Strategy | Model Allocation | Theoretical Annualized Gain% |
MCAPETF-PASSIVE-STRATEGIC | 50% x $25000 = $12500 | 50% x 9% = 4.5% |
MCAPEQUITY-ACTIVE-STRATEGIC | 30% x $25000 = $7500 | 30% x 20% = 6% |
MCAPEQUITY-GROWTHINCOME-TACTICAL | 20% x $25000 = $5000 | 20% x 3% = .60% |
Potential Annual Average Theoretical Gain% = +11.1% |
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10-Year Compounded Growth of $25000 at +11.1% Annualized Theoretical Gain = $71627 (before any costs or taxes) |
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Please Note: These Are Potential Theoretical Gains Based On Our Reasonable Assumptions. Actual Results Will Vary Based On Actual Cost Incurred and Actual Gains |
This is the power of compounding which every long term investor should aim to take advantage of in their portfolios. We strongly believe this is a smart and stable way to build wealth!
Important to remember, to take advantage of this compounding power even more, investors must start early.
Interestingly, the gains could be much more if additional capital is added every year.
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