Do whatever it takes to have $250,000 invested in the S&P 500 by age 38.
After that, you can coast and only add another $200/mo.
Live your life, travel and by age 62 you have ~$2.8 million & $140,000/yr of passive income.
...Compound interest is magic👌🏻
You don’t need $10 million.
You don’t need $5 million.
At $2.5 million you have fu-money
$120,000+ a year to can do anything you want with.
You’re set for life.
One of the biggest errors in macro:
"Foreigners selling Treasuries and buying gold = foreigners abandoning DOLLAR exposure"
✅Selling Treasuries for other $-denominated assets changes the form of dollar exposure
✅Selling Treasuries for gold changes the nature of the exposure
��
Do whatever it t takes to get $300,000 invested by age 35.
Even if you don’t add another dollar?
Good chance you retire with ~$4.5 million at age 65.
That’s ~$225,000/yr of 100% passive income.
Thanks to compound interest📈
What just happened?
At 10:57 AM ET, President Trump canceled his meeting with China and said "massive" tariff increases are coming.
40 minutes later, the S&P 500 erased -$1.2 TRILLION of market cap.
Is this dip a BUYING opportunity? Let us explain.
(a thread)
My newest client has $2.5m in a 401k and needs to buy a home
She *almost* made a common mistake that cost $150k+ in taxes..
Here's the mistake & what we’re doing instead:
What does it mean to be "rich" in the US:
Top 1% = $11.6 million net worth
Top 2%= $2.7 million net worth
Top 5% = $1.17 million net worth
Top 10% =$970,900 net worth
Top 50% =$585,000 net worth
Do these numbers surprise you?
Muchos compran Pepsi a estos precios.
Yo he decidido comprar Pepsi a 125$.
¿Cómo es posible esto?
Vendí una opción de venta put a un precio acordado de 125$ con fecha de vencimiento el 2 de mayo de 2025.
Recibí una prima de 25$ por abrir este contrato.
Si la acción cae al precio acordado en la fecha de vencimiento, debo comprar 100 acciones.
Si la acción se mantiene por encima del precio acordado antes de la fecha de vencimiento, el contrato se cancela y solamente me quedo con la prima.
Una buena estrategia para comprar empresas con descuento y recibir una prima.
¿Tienes 15.000$ en efectivo y no sabes qué hacer con ellos?
Déjame darte una idea de inversión.
Puedes vender una opción de venta (PUT) de Nvidia.
¡Recibirás 5.020$ en PRIMA!
¿Cuál es el truco?
Si el precio de Nvidia está por debajo de 150$ para el cierre del mercado el 20 de marzo de 2026, tendrás que comprar 100 acciones a 150$.
Pero tu costo real por acción es de 99.80$, no 150$.
¿Qué sucede si el precio de Nvidia está por encima de 150$?
Entonces, básicamente, tu retorno de inversión (ROI) sería del 33.46% sobre tu efectivo.
I'm 32 & have been dividend investing for 9yrs
- Currently ~ $94,000/year in dividends
- Goal (This year) ~ $105,000/year in dividends
- End goal ~ $120,000/year in dividends
Ask me anything 👨👇