Wealth Matrix

The Wealth Matrix is Religious Wealth 🙏 Family Wealth | Financial Wealth | Physical Wealth 💪 | I am a Investor and Financial Freedom Enthusiast 📈

[Wealth Matrix @TheWealthMatrix]

@loveleesfinance We are in a similar position now and are thinking about doing this as well. Did you notice much difference in your taxes, losing the real estate benefits ?

[Bryant Quick 🇺🇸 @BrutusVTI]

I asked four AI agents to build an income portfolio—with the goals being to live off dividends, keep up with inflation, and have some capital appreciation—using any combination of these ETFs:

$VTI $SCHG $VUG $QQQM $SCHD $FDVV $GPIQ $GPIX $SPYI $QQQI $JEPI $JEPQ

Below are what they came up with. Which one do you like best?

Gemini (Yield = 5.02%):
30% SCHD
20% FDVV
20% VTI
15% JEPQ
15% SPYI

ChatGPT (Yield = 4.01%):
30% VTI
10% SCHG
25% SCHD
10% FDVV
10% JEPI
10% JEPQ
5% SPYI

Grok (Yield = 7.58%):
30% SCHD
20% JEPI
15% SPYI
15% JEPQ
10% QQQI
10% QQQM

Claude (Yield = 5.22%):
25% SCHD
10% FDVV
15% SPYI
15% GPIX
10% JEPI
15% VTI
10% SCHG

[LEAPTRADER @LEAPTRADER_]

The Wheel Strategy is one of the most profitable stock trading strategies I’ve used. 🔄💰

It’s not flashy, but it is repeatable. Here’s the simple loop...

Pick a quality stock you’d be happy owning for real (not just for a premium).
Sell a put at a strike you’d love to buy at.
You collect premium up front.

𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀:

Stock stays above your strike → put expires → you keep premium → repeat. 📈

Stock drops below your strike → you get assigned → you buy shares at your strike (effectively lower after premium). 📉

Once Assigned, Sell Covered Calls 📄
Now you own 100 shares.
Sell a call at a price you’d be fine selling at.
Collect premium again. 💰

𝗢���𝘁𝗰𝗼𝗺𝗲𝘀:

Stock stays below your call strike → call expires → keep premium → sell another call.

Stock rises above your strike → shares get called away → you sell at the strike + keep premium → back to step 1. 🔁

𝗪𝗵𝘆 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 (𝘄𝗵𝗲𝗻 𝗱𝗼𝗻𝗲 𝗿𝗶𝗴𝗵𝘁):

✅ You’re stacking premiums while using levels you already want to transact at.

✅ You’re forcing discipline: buy at your price, sell at your price.
It’s a strategy built for patient traders, not adrenaline traders. 🧠

𝗔 𝗳𝗲𝘄 𝗿𝘂𝗹𝗲𝘀 𝘁𝗵𝗮𝘁 𝗸𝗲𝗲𝗽 𝗽𝗲𝗼𝗽𝗹𝗲 𝗼𝘂𝘁 𝗼𝗳 𝘁𝗿𝗼𝘂𝗯𝗹𝗲:

🔑 Only wheel stocks you’d hold through a drawdown. No memes, no lottery tickets.

🔑 Don’t oversize. Assignment is part of the plan, not a surprise.

If you’ve got a watchlist of quality names you’d love to accumulate, the Wheel Strategy is basically a framework to do it with intention... plus, you get paid along the way. 🔄📈

[Wealth Matrix @TheWealthMatrix]

@palmBTCx What are you going to do with the money from the sale ?

[Wealth Matrix @TheWealthMatrix]

Bought some $HOOD today
That’s all

[Wealth Matrix @TheWealthMatrix]

How do you drown out the noise and stick to YOUR finacial goal’s ? Seems everyone has an opinion on what your doing GROWTH is better INCOME is better. We all have different goals at different ages

[Wealth Matrix @TheWealthMatrix]

@BrutusVTI So would you ever want to pay this off and be mortgage free ?

[Wealth Matrix @TheWealthMatrix]

If you sold a house and got a large amount of cash ($300,000)to invest would you lump sum it all into the market at today’s prices or DCA ?
At age 20 ?
At age 40 ?
At age 60?

What’s your portfolio look like if so ?

[Wealth Matrix @TheWealthMatrix]

@RiazBaby Hi

[Wealth Matrix @TheWealthMatrix]

Are $JEPQ, $GPIQ, and $QQQI making $SCHD, $DGRO, and $VYM obsolete?
#Investing
#InvestSmart
#WealthBuilding
#FinancialFreedom
#MoneyGoals
#LongTermInvesting
#GrowYourWealth
#FinancialIndependence
#InvestingTips
#WealthMindset

[Wealth Matrix @TheWealthMatrix]

Home prices VS the S&P

[Wealth Matrix @TheWealthMatrix]

@WEALTHBUILDERSo Yes of course ! Balance is key. 🔑

[Wealth Matrix @TheWealthMatrix]

PAY DAY !!! Make sure to pay yourself first !! #WealthBuilding #investing $VTI $VOO $GPIQ

[Wealth Matrix @TheWealthMatrix]

How much can you watch your portfolio crash and not panic sell ??

[Wealth Matrix @TheWealthMatrix]

@ImmaFinna @DevotedDividend How long ago did you do it ? I’m considering doing this also just have not pulled the trigger yet.

[Wealth Matrix @TheWealthMatrix]

@21Quebec @RobinhoodApp @vladtenev

[Wealth Matrix @TheWealthMatrix]

You have $2 million; what's your portfolio look like?

I am thinking
$1 million in $VTI
$500,000 in $DGRO
$500,000 in $GPIQ

Estimated dividend income $70,400
About 3.5%.

Thought ?💭

[Wealth Matrix @TheWealthMatrix]

Every time I get up to go do something I don’t want to do, I sit back down and go to my bank account and transfer money to my brokerage account to invest. One day I will get up and sit back down and say “I ain’t going”

[Wealth Matrix @TheWealthMatrix]

Does anyone have goals?

Do you think you'll stop and be content once you reach your goal?

Do you believe the goal will keep changing?