Build Your Own Elite Portfolio Today
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FINALLY...The Insider Secrets Of The Institutional And Wealthy
Investor Are Revealed To You
Stop Listening To "Timid" Financial Advisors And Online
"Get-Rich-Quick-Schemes"
Learn The REAL Strategy The Ultra Rich Use Every Day To Build Wealth
And Keep It For Generations
Build Your Own Fully Customized, Fully Automated Portfolio That
Won't Sock You With Fees For the Rest Of Your Life - Turning Your
Family Estate Into A Massive Fortune Over Your Lifetime
-------------------------
The Elite Investor vs. The Typical Investor: Which One Do You Want
to Be?
We always hear stories of the Ultra Rich making millions of dollars
in years where the average investor returns a mere 3% or how the Ultra
Rich can stay positive even when the markets are down 10 or 20%.
I can tell you from first hand experience that this is EXACTLY what
happens, the rich DO get richer - WAY RICHER - and the middle class
barely stay middle class.
My name is Jack Keane and for my entire career I was an Investment
Advisor to the world's largest institutions and wealthiest executives.
Today my driving purpose is to deliver to all investors the exact
knowledge, process and actual models that the elite advisors of the
world use.
My company, Direct Advisors LLC, is composed of only the most
experienced investment advisors in the world.
Our goal is to deliver proven investment strategies and detailed
implementation steps for any and all investors - WITHOUT inefficient
layers of Financial Advisors who will drain your growth with high
fees.
We do not operate in theory but only actual investment performance.
But simply having experienced advisors is not enough.
You have to ensure your advisors are tapped into the elite world of
investing that understands the formula for consistently building
wealth.
So How Does An Elite Portfolio Compare To An Average Portfolio?
Put simply the Elite Investor's portfolio behaves like this:
While the Average Investor's portfolio behaves like this:
The Elite Investor seems to be almost guided by a certain market
wisdom with set rules for knowing when to make adjustments and when to
ride out positive trends.
This portfolio makes money in almost any market environment,
protecting the principal when the market falls and maximizing its
growth when the markets of the world rally.
Unfortunatley this representation of the Average Investor's
portfolio is not an exaggeration! It's backed by a well-known research
study by Dalbar, a prominent investment research firm.
As you can see, the Average Investor can do no right. He buys when
it's too late and sells when it's too early, never seeing the bigger
market picture.
Dalbar's studies have uncovered that the average investor returns
only 3% per year while the US Equity markets return over 8% on
average.
BUT WHY DOES THE AVERAGE INVESTOR FAIL?
It's simple really, he's stuck between...
The Conflicted Counsel of the "Timid" Financial Advisor and the
"Get-Rich-Quick" Artist
We've all been there.
That depressing feeling of talking to a Financial Advisor who
"manages our expectations" in an attempt to excuse the mediocre
portfolio he recommended.
It's as if he never even tried to understand the history of the
global markets and their true behavioral patterns.
He simply learns your age and asks a few general questions and then
says, "ok you should have 60% Stocks, 35% Bonds and 5% Cash".
Which leads you to ask "Well aren't you even going to look at what
the global markets are doing at the moment before you plop me into
those positions?"
And when that 60% Stock allocation begins to tank he simply says,
"Don't worry, this is a long-term investment, just stomach the down
years, it'll turn around, blah, blah, blah."
As the years pass and it becomes more and more clear that you're set
on a course of mediocre returns you begin to question your "Advisor".
You know there has to be another way.
You watch CNBC more closley, read every financial newsletter in the
free world and search furiously online for a better strategy.
After an exhaustive search you are delighted to find a site offering
12% returns a month that claims to have no downside market risk at
all.
You know it sounds a bit exaggerated but the site convincingly makes
its case. The "Get-Rich-Quick" artist that created the site is
extremely smooth and convincing.
You pay for the online course, plunk down half your portfolio into
the strategy and proceed to lose more money in 1 month than you ever
lost over all the years with your mediocre Financial Advisor.
And so you crawl back to your timid Financial Advisor feeling beaten
down and defeated.
You admit that he is in fact correct and that you need to accept
average returns of 3-8% for the rest of your life.
Deep down though you know there's still a better way - You just
don't know how to find it.
I'M HERE TO TELL YOU THERE IS A BETTER WAY
Let me start by saying emphatically - It does not have to be this
way!
This is not wishful thinking on my part. I consult wealthy families
every day on how to consistently make money in any market environment
- and this is exactly what we've accomplished.
The portfolio management teams we use have been accomplishing this
goal for decades for institutional and ultra high-net worth investors.
What's even more frustrating is that these strategies have been
accessible to smaller investors for about 5 years now. Yet 93% of all
investors continue to fall into the endless twin traps of mediocre
advice and "Get-Rich-Quick" schemes.
An Advice Model With A Proven Process and Structure
You see there really is almost a secret formula that only the elite
investment professionals of the world understand.
Now I'm not going to sit here and start hyping this formula up.
I'm not going to tell you it'll turn $10,000 into $1,000,000 in 1
year.
But I will tell you it's the most powerful and important process
you'll ever set up in your life.
Once you:
1) Understand the concepts behind this formula and then...
2) Learn how to implement it into an actual, on-going strategy in
your brokerage account...
You will have set your porfolio on a long-term wealth building plan
that will guarantee millions of dollars of growth over your lifetime.
You will be liberated because you will always understand the true
investment rules needed to make money no matter what's happening in
the global economy.
This formula is not some abstract concept, it consists of a concrete
set of rules that few investment professionals know about.
Now please understand me correctly. There are many hedge fund
managers, mutual fund portfolio managers, Financial Advisors and
institutional investors I meet on a regular basis that intuitively
understand some aspect of these rules at some level.
But most of these professionals do not know how to establish the
complete system. Many may come close but don't know how to explain
what they're doing.
The portfolio management teams who do have these timeless rules
clearly defined, articulated and integrated into their daily
investment process are among the worlds most successful long-term
investors in both down and up markets.
These are exactly the managers I will introduce you to through my
systematic process.
And this, my fellow investor, is how you can finally break free
forever from mediocre advice.
You Deserve The Same Advice The Elite Investors Get
Don't get me wrong. I am not bashing Financial Advisors, the
brokerage industry or even speculative investing strategies.
I take great pride in the investment industry and my experiences as
a Financial Advisor.
My point is simply this: If you want to consistently make money you
need an edge, you need the best of the best advising you.
All Advisors are not created equal!
If you want to make and maintain a fortune in your lifetime it is
critical that you have the right advice and the right advisors setting
you up for success from the start.
Whether you get this advice from me or another Advisor it is
critical you make sure your Advisor gives you this...
Top 7 Qualities You Should Demand From An Elite Advisor
1) NO BS, DIRECT, HONEST ADVICE
In other words you want a broker's broker who will tell you how it
is. You do not need a "yes man" Advisor who accepts the answers
without asking questions of his process and the managers he uses.
The Wall Street fee gathering machine often creates highly paid
salesmen instead of true Investment Advisors.
You need to make sure your Advisor has already spent rigorous time
and energy truly understanding the nature of the markets and how to
best put this to your advantage.
You need your Advisor to tell you the hard truth about how the
markets and the investment industry really behave.
At the same time make sure your Advisor is optimistic and has a
strong point of view.
2) PROCESS BASED ON TIME-TESTED WISDOM FROM DIRECT EXPERIENCE AND
TIME-TESTED MODELS BASED ON STRONG RESEARCH
It's not enough to only have a blunt and honest Advisor. He MUST
have a proven process to accompany his research.
Without this you will get lost in the shuffle and your portfolio
will be left behind while the elite portfolios of the world get
positioned to take all your profits.
Don't be persuaded by a fast talking Advisor who has no real plan.
You need a dynamic plan that positions you at all times to deal with
the shifting pattern of opportunities in the global capital markets.
Make sure your Advisor's process provides a plan from strategy right
down to the day-to-day implementation.
It must provide you with effective downside protection when the
market drops and strong upside gains when the markets turn up.
3) PROCESS CUSTOMIZED TO YOUR UNIQUE INVESTOR PERSONALITY BLUEPRINT
A good Financial Advisor needs to be able to stop talking and listen
to you in-depth.
Make sure you have an Advisor who listens closely to every word you
say and takes active notes.
The Advisor should then build your portfolio around your specific
Investor Personality Blueprint.
4) PARTNERED WITH THE WORLD'S TOP ASSET MANAGERS TO RUN THEIR ASSET
MANAGEMENT PROCESS
Run for the hills if you have an Advisor that recommends a static
asset allocation where he/she is making all the day-to-day tactical
changes.
A good Advisor should have a philosophy and proven plan for
implementation. They should be the chief architect of your portfolio
construction.
BUT...they should not try to run this process without the direct
partnership of the world's top asset managers.
A good Advisor should put painstaking effort in setting you up with
these managers and ensuring that they are making ongoing tactical
adjustments.
The time value of your money is wasted every day a mediocre Advisor
lets your money sit statically allocated with mediocre managers.
You deserve to have the best investment houses in the world leverage
their wisdom to make you money every trading day of the year.
5) A SOLID SKILL AND PROCESS FOR OPPORTUNISTIC EXPOSURE
As I'll describe further on this page, the greatest way you can
build wealth fast is to be able to take advantage of timely
opportunities concentrated in certain areas.
You should have at least 70-80% of your portfolio should be in an
absolute return core, and you should always allocate a piece toward
what I call opportunistic investments.
Unfortunately few Advisors today have the skills or inclination to
add this component for you.
It's simply not worth their time unless their biggest clients are
asking.
Also few Advisors want to take the risk of spending time and energy
on potentially risky investments when they can make more money
gathering assets for their core accounts.
Of course professional traders know exactly how to manage this risk
and build incredible amounts of wealth over time.
BUT this opportunistic investing must be done through an intelligent
portfolio allocation process.
6) REASONABLE FEES
Protecting what you pay in asset management fees is one of the most
fundamental areas a true Financial Advisor should guide you in.
Unfortunately far too many Advisors take advantage of their
fiduciary responsibility and gouge their clients with fees - all but
ensuring the client will never beat his benchmarks.
7) CLEAR, HONEST REVIEWS THAT GIVE YOU THE COMPLETE PICTURE
You should have a comprehensive and easy to follow snapshot of how
your portfolio is doing each quarter of the year through effective
line charts that show net performance after fees compared to your
benchmark.
Without wasting your time on irrelevent numbers and terminology, an
elite advisor should give you direct and insightful commentary
directly from the active asset allocation manager running your
portfolio.
There is absolutely no reason why you can't access these 7 qualities
of an elite investment advisor that the Ultra Rich have had for
years...
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Now you can get your own customized invesment advice directly from
an Elite Advisor...
-------------------------
Finally...your complete, one-stop investment solution is here...
-------------------------
How To Build Your Own Elite Portfolio:
A Customized Guide From Strategy To Implementation
Once and for all my comprehensive Guide will provide you with a
fully customized system that will:
I developed this Guide for one reason - To setup as many people as
I possibly can to feel true Investment Liberation.
What is "Investment Liberation"?
It's knowledge through direct experience and directly imparted
wisdom that allows one to block out all investment noise and implement
a stress-free investment plan that will secure future wealth with
certainty.
It's being master of your time through an automated process that
empowers the greatest investment structures and management teams in
the world to execute your investment mandate - freeing you from bad
investment advice and indecision for the rest of your life.
How does one achieve "Investment Liberation"?
One achieves "Investment Liberation" Through The Fusion of True
Investment Wisdom with an Actionable Plan and an Automated Portfolio
Model
Each phase of this digital eBook is streamlined to deliver you to
Investment Liberation - giving you knowledge of who you are as an
investor, followed by a clear step-by-step explanation of the strategy
and implementation of the elite portfolio building process, finally
delivering to you a customized, actionable elite investment model that
you can setup today and run for the next 40 years...or longer.
This Guide will cover the following...
Part 1: Define Your Investor Personality Blueprint
Investing is a personal thing.
There are few relationships in the world more complicated than the
one you have with money and investments.
The markets can act like an incredibly wild beast with its different
parts flying to dizzying new heights one minute and crashing to the
floor the next.
As much as we try we are emotionally attached to our money - the key
participant in this process.
In order to truly master the markets you need to build a portfolio
that defines investment success on your terms.
And I mean literally on your terms.
THE POWER OF CUSTOMIZATION
Brilliant strategies are worthless if you don't believe in them on a
deep personal level.
You need to first know what your Investor Personality Blueprint is.
>>> How much do you want to watch your portfolio each month?
>>> How do you feel about the prospect of gaining 40% while
potentially losing 20%? Would you rather have the chance of gaining
10% more consistently while only risking up to 3%?
>>> How much do you want to call the shots or use your Financial
Advisor in the portfolio's day-to-day operations?
Some people may say that many of these questions may have an
objective answer.
But I know from direct experience that every person has their own
preferences about how they need their portfolio to be setup. And these
preferences are almost entirely based on your personality and level of
knowledge.
I guarantee this is not the typical abstract "profile" questionairre
you fill out when you setup a new account at a brokerage firm.
This section will go deep into your real preferences and show you
how to setup a successful portfolio on your terms.
You can't expect to build an elite portfolio for yourself until you
know your specific goals and preferences. Specifically you need to
know what you want it to do for you, how you want to interact with it
and how in-depth you want to be involved with it.
This section will definitively show you exactly how your portfolio
should be setup helping you answer the following questions...
>>> Do you need an Advisor?
>>> If so what should he or she be like?
>>> How do I ask the right questions to pick the best Advisor in the
world?
>>> What should I realistically expect from an Advisor?
>>> What type of interaction should he or she provide?
>>> How can you best set yourself up with either a discount or
full-service broker to save on fees?
>>> What investment advice do you really need?
>>> How do you pay a reasonable price for the services you need?
>>> Do you need to spend an hour a day on your portfolio or an hour
a month?
...and much more.
We'll look at how hands-on or hands-off you want to be...
>>> DO YOU BELIEVE THE PRESIDENT OF THE UNITED STATES SHOULD DO
EVERY TASK HIMSELF OR SHOULD HE UTILIZE TRUSTED AND PROVEN ADVISORS?
As we know, almost the entire key to success for a President is
setting the right agenda and choosing the right advisors.
It's the exact same for your investment portfolio.
We all have different preferences and ingrained tendencies about how
we want to manage our portfolio.
I like to use the analogy that your portfolio is just like a large
multinational company.
Some CEO's of these companies are hands-on, some are hands-off, some
want to know every detail of their company's departments while some
just want the bottom line summary.
It is tough to say which is right or wrong - it depends on style.
In other words you need to know which strategy is the best for your
specific goals, style, outlook and tendencies.
I will show you exactly how to know what your specific portfolio
preferences are around how active you want to be.
I will show you exactly how to setup the core and opportunistic
investment buckets that match this Investor Personality Blueprint.
And I will show you exactly how to select the best Advisors,
brokerage firms and global portfolio managers that will best implement
the blueprint that's right for you.
Before you can expect to make your fortune you must know how you
literally define success.
Part 2: Understand Your Investment Paradigm
This section walks you through the most important step you'll ever
need to take.
You see gaining true knowledge of the elite investment process is
the one event that will fully liberate you for life from bad
investment advice.
In order to build money like the ultra rich investor you need to
think like he does.
You need to learn the system for consistently spotting global
opportunities and capitalizing on them.
Every day the common man has opportunities zip right past his nose.
They are literally passing him by simply because he does not have a
structure and process in place to pull in those opportunites, break
them down and make money on them.
This is exactly what the successful hedge fund manager and
institutional asset manager does every day and I'll show you how you
can do it yourself.
I know what you're thinking: this will require a massive amount of
research and study on my part.
NO, It Won't!!! That's the beauty of this process.
I believe time is more important than money since you can't ever get
time back once it's gone. The rich have always understood this.
Like I said, there really is almost like a secret code among elite
investors - Most people just never know how to simplify it, put it all
together and make money from it.
I will clearly lay out in detail what it is and how you can always
profit from it.
You will be shocked by how powerful it truly is and how it will
actually require LESS time and energy on your part to implement it.
Do you really believe the ultra successful investor works harder
than you? I can tell you firsthand they don't - they simply have a
more concise and powerful understanding of the right process...and
soon you will too.
Part 3: Understand How To Implement Your Investment Paradigm
This section gives you your own step-by-step plan for actualizing
your investment paradigm.
It is a detailed guide in the truest sense of the word.
We've built it to be even better than the best Advisor's
recommendations because it gives you the full inside scoop from how to
setup the best fee structure to the best techniques for dividing your
accounts between brokers.
How many Advisors do you know that will tell you how to lower your
fees?
How many Advisors do you know that will take the time to educate you
on the best types of Advisors in the world?
And who will tell you how to set yourself up with multiple brokerage
accounts to get the best of both worlds?
Unlike almost every investment book you've ever read we show you how
to actually build a real life-long portfolio that won't require ANY
extensive research or extra time on your part.
Part 4: Implement Your Investment Paradigm
This is the most exciting section of your complete investment
portfolio package.
In this section I will give you the EXACT portfolio model that
matches your individual investor personality blueprint.
No more guessing. No more weak and unactionable recommendations from
tv shows and newspapers.
These are truly elite portfolios used by the most successful
endowments of the world.
You will get fully customized and definitive portfolio
recommendations based on our time-tested research models.
This is a fully customized recommendation giving specific manager
recommendations, asset allocations, core and opportunistic
investments, historical comparisons, extensive charting, in-depth and
behind-the-scenes background on all managers, details on setting up
the accounts and powerful opportunistic strategies.
After this section you will literally own a portfolio in the top
.00001% of the world.
What Else Will You Get in This Guide?
Liberate Yourself From Mediocre Advice Forever - Learn the
Single Most Important Factor the Ultra-rich Use When Setting Up a
Portfolio
Learn How to Get Elite Advice and How to Easily Negotiate
Reasonable Asset Management Fees - Saving You Thousands Of Dollars A
Year And Hundreds Of Thousands If Not Millions of Dollars Over Your
Lifetime
Understand, Believe In And Set Your Investment Strategy For Life
- I Will Show You How To Unleash The Power Of Compounding Growth On
Steroids In Your Portfolio
Get The Same Strategies and Centralized Structure the World's
Most Successful Hedge Fund Managers Use Every Day "Through The DIRECT
And ACTIONABLE Knowledge In This Guide Right Down To The Specific
Managers, Core And Opportunistic Strategies I Lay Out For You"
Gain Clarity And Eliminate Confusion By Developing A
Customized, Laser-like Focus In Knowing the Exact Portfolio That Best
Suits Your Investor Personality Profile - Our Quiz and Portfolio
Models Will Educate You On the Best Life-long Investment Strategies -
I Guarantee You've Never Had Such Clear, Powerful and Personalized
Advice Before
Attain the Mental and Emotional Rewards that the Ultra-Rich Have -
Through Focus On What Your Exact Investment Goals Should Be At All
Times
Develop In-Depth Market Knowledge - Better Than Most Financial
Advisors - Without Wasting Time On Useless Data - Through a
Comprehensive Guide to The History of The Global Markets, Their
Behavioral Patterns and How to Always Make Money - With Virtually No
Extra Time Spent On Your Part
Know How to Avoid the Typical Market Traps "Financial Advisors"
Will Unknowingly Lead You Into
Remove Noise by Understanding the Real Problem With Stock Market
Cheerleaders - And How to Always Make More Money Than They Ever Will -
With 1/100th of the Stress!
Eliminate Indecision... How to Setup an Intelligent Investment
Process That Will Always Make You Money in Any Market Environment by
Using the Principles of a Proven Investment Paradigm Used by Hedge
Funds and Endowments for Over Half a Century
What You Should Really Expect From the Market and How to Always
Position Yourself to Profit From Its Boom and Bust Cycles
Lower Your Investment Stress Forever! How to Implement "Absolute
Return" Investment Strategies Whether the Market is Up, Down or
Sideways
Avoid the 3 Most Common Major High Stress Portfolios - I Guarantee
Your Portfolio Has Had Elements of At Least 1 of These 3 Poor Designs
at Some Point - I Will Show You How to Always Eliminate Them
Know the 5 Key Tenets an Elite Portfolio Must Have - And How to
Easily Implement Them Through the World's Elite Managers - I will Show
You the Exact Steps
Gain the Edge of the Elite Investor Through the Intelligent Use of
Options - Hedge Your Risks and Incrementally Increase Your Returns
Every Month - This is Extremely Easy to Implement Requiring You No
Extra Work
See How Knowledge Alone, Not Extra Work and Not More Money, Will
Lead You to Make the Best Wealth Building Decisions Once to Set You Up
for a Lifetime of Investment Success
Learn About the Most Intuitive and Powerful Investment Structure
You Can Easily Build to Always Separate Yourself From the Common
Investor
Get Opportunistic Strategies From the World's Market Insiders
Giving You an Unfair Advantage - Completely Legal and Ethical - Simply
Through Access to Knowledge
Learn How to Always Setup Small But Highly Profitable
Concentrated/Opportunistic Strategies Using an Intelligent Method That
Greatly Minimizes Your Risk of Loss - In Some Cases Completely
Eliminating It
Stop Worrying About Picking the Wrong Managers - I Will Assemble
for You Your Own Dream Team of Advisors - All With a Diversified,
Powerful, Unified Strategy for Making You Money No Matter What the
Market is Doing
How To Actually Take Your Investment Paradigm and Implement it Into
a Completely STRESS-FREE, CUSTOMIZED, AUTO-PILOT Portfolio That Will
Crush The Benchmarks Over Your Lifetime In ANY Market Environment
Spend Less Time Leaving Voicemails With Your Financial Advisor and
Reading Un-Focused Financial Articles And Make at Least an Extra 3%
Per Year - These Are DYNAMIC, HIGHLY SOPHISTICATED Portfolios Yet They
Will Require Almost No Extra Time On Your Part
Get Detailed Descriptions On Over 72 Investment Models Matched To
Your Investor Personality Profile Giving You a Focused Strategy
Overview, Specific Manager Recommendations, Research-Driven Allocation
Explanations, Core/Opportunistic Direct Investments, the Story Behind
Each Manager's Operations, Descriptions Of Each Manager, Charts and
Figures Showing You All Key Metrics, How Each Manager Fits Into The 5
Tenets Of An Ideal Portfolio, What Your Individual Strategic
Implementation Options Are For Where To Setup Your Portfolio, and
Legal Insider Trading Knowledge Giving You An Unfair Edge
Take Our Investment Models Directly to a Broker/Dealer and Start
Investing Today - We Will Show You The Specific Pros and Cons of Each
Broker/Dealer Option Matched To Your Specific Investor Personality
Profile - We Will Show You The Best Methods For Setting This Portfolio
Up
Learn The 3 Crucial Steps For Launching Your Strategy - Without
Knowledge Of These 3 Steps Your Strategy Will Not Be Executed And Your
Portfolio Will Turn Into A High-Stress/Money Leaking Portfolio
Eliminate Guess Work And The Need To Constantly Monitor And Change
Your Investments Once They've Failed By Building An Indestructible
"Central Command Center" For Your Portfolio That Will Automatically
Adjust in Any Market Cycle Thus Building Your Wealth At All Times
Ensure You Have The Best Financial Advisors For Your Needs - Know
The Real Role Of A Financial Advisor And An Asset Manager And The Best
Way To Structure Them
How to Leverage Both Quantitative Trading and Classic Stock
Picking Fundamentals to Beat the Street Consistently
Don't Settle for Mediocre Returns - How to Enhance Your Asset
Classes to Optimize Higher Returns and Minimize Risk
Stop Taking A Chance On Manager Selection - I Will Show You The
Exact Criteria To Use For Selecting The Best Asset Allocation Managers
Install The Right On-Going Performance Monitoring System That
Eliminates Your Workload And Maximizes Your Portfolio Returns
Leverage All The Strengths Of Both Discount Web-Based
Broker/Dealers And Full-Service Broker/Dealers To Your Unique
Advantage - And Avoid All The Usual Costs!
Learn How To Get The Best Opportunistic Ideas From An Array of
Resources And How To Easily Implement Them With Little Cost And
Reduced Risk
Understand The 5 Strategic Options For Choosing The Right
Broker/Dealer And Get Detailed Instructions On The Option Best Suited
For Your Customized Investor Personality Profile
Sleep Well Knowing You Always Know How To Select The Best
Financial Advisors - I Will Give You The Exact Method To Avoid Low
Caliber Financial Advisors And Pick The Best-Of-The-Best Financial
Advisors On The Street
How To Pick Financial Advisor Teams Suited To Your Specific Needs
And What To Avoid In One-Man Shop Financial Advisors
Get A High Return With Low Volatility And Pay A Low Annual Fee
Control Every Aspect Of Your Portfolio - The Strategy, The
Advisors, The Implementation, The Performance Monitoring ON YOUR
TERMS, With Virtually No Busy Work And Unrivaled Results
Avoid Investment Indecision Forever - Evaluate All Current and
Future Investment Strategies Through the Paradigm Evaluation Rules
That I Will Show You How To Establish
What I will show you is the same philosophy and platform used by the
world's most renowned endowments and institutional investors.
The Power of the Core/Opportunistic Structure
In this comprehensive Guide I will show you the most powerful
strategy there is for safeguarding a consistent growth rate in your
portfolio through any market environment while simultaneously making
highly profitable investments in concentrated areas.
It's called the Core/Opportunistic strategy, some refer to it as the
Core/Satellite strategy.
The world's greatest institutions, family endowments and investment
gurus have vetted this strategy through the caldron of investment
paradigms to come to one conclusion...
THE CORE/OPPORTUNISTIC STRATEGY IS THE MOST POWERFUL WAY TO MANAGE
RISK AND SHATTER THE BENCHMARKS WITH RECORD BREAKING GROWTH.
In other words it is the best method for protecting your fortune
while simultaneously giving you exposure to exclusive opportunities
that can give you 2x to 10x growth.
Put simply, we view the guaranteed growth of your family fortune
over your lifetime as the most important calling we have.
Like the great institutions and family endowments of the world we
take this calling extremely seriously.
Our goal is to deliver to you this same powerful strategy in a
method that's easy to implement.
WHAT DO I MEAN BY A CORE/OPPORTUNISTIC STRATEGY?
We recommend 65-85% of your portfolio goes to your Core strategy
with the remaining 15-35% going into the Opportunistic strategy of
your portfolio. The actual allocation will depend on your Investor
Personality Blueprint code.
WHAT DOES THE CORE DO?
The Core acts as your engine of growth - getting consistent growth
and protecting your downside losses.
I mentioned before that this portion of the portfolio "manages
risk". You hear this all the time but what does it mean?
Quite simply it means it limits the chances for downside losses to
your portfolio.
The primary objective of the Core of your portfolio is to protect
against losses while still participating in the markets growth.
In this way the Core consistently hits doubles and triples in any
market environment and rarely strikes out.
The Core is designed to find high probability opportunities at all
times no matter what's happening in the economy.
The Core keeps you invested at all times, inspires confidence and
steadily passes all inferior investment strategies.
In my Guide I elaborate in full detail as to exactly how this works
- the important thing to recognize now is how simple yet powerful this
structure is.
THE CORE ALLOWS FOR YOUR REAL INVESTMENT OPPORTUNITIES
Once your Core is set you can begin to make more concentrated
investments with your opportunistic allocation.
What do I mean by an "Opportunistic Investment"?
These are more concentrated investments with less diversification
than the core.
They are timely investments based on highly powerful insider
information - what I call legal insider information.
Concentrated, speculative investments have the chance for far higher
returns over the short run than the Core portfolio but are also
greater risk.
I will show you how to reduce this risk with high probability
information, intelligent portfolio construction and easy to implement
hedging.
There is an absolute fortune to be made with Opportunistic investing
if it's done the right way. I know hedge fund managers and market
timers making at least 5-6 times what the S">$326,519 more after 20
years
and $587,845 more after 30 years
Just by enhancing your annual return by 3% per year!
As you'll see in the Guide, our models have between the benchmarks
by far greater than 3% per year but I'm giving you a conservative
estimate.
And this does not even factor in the fact that our returns have been
more consistent and less choppy than traditional portfolios which
provides a massive wealth accumulation effect on your growth.
This also does not take into account the enormous emotional
confidence you will have in your portfolio in any market environment.
The net effect of this is that you will stay invested when the
typical investor is dropping 22% like they were in 2002.
It is well documented, and I know from firsthand experience, that
the typical investor behavior is to dump their positions when the
market is down and buy back in when it's high.
The wealth lost from this behavior is in the millions for a typical
investor.
Our Guide will give you the knowledge to stay invested.
And our models will reduce your volatility and provide consistent
returns - keeping you invested when everyone around you is panicking.
How much is a method that protects and grows your wealth every year
worth to you in the long-run? $500? $1,000?
2) The Value of Being Able to Save on Fees
Our Guide will show you how to customize your broker setup based on
your knowledge and your needs.
We will show you how to negotiate a fair fee or show you when it's
best to use a discount, web-based broker depending on your scenario.
When we show you how to cut your fees by 1% per year and still
maintain an elite portfolio you'll save:
$228,919 in fees alone over a 20 year period! This is assuming you
start with $100,000 and contribute $10,000 per year - the savings
obviously get significantly higher with more assets.
Keep in mind that you can ignore every piece of information in our
Guide and just read this section in order to save yourself hundreds of
thousands in unneccessary brokerage fees over your lifetime.
How much is this piece of advice worth in dollars to you?
3) THE VALUE OF BEING ABLE TO ELIMINATE BAD ADVICE
Every day the typical investor is bombarded with mediocre to bad
investment advice.
"Advisors" and "Get-Rich-Quick-Artists" blast out hot picks of the
hour with complete disregard for overall portfolio construction and
the market's historical behavior patterns.
The damage done when this advice is taken is significant with losses
in the negative 10-15% territory on average if you're lucky. This is
not to mention the loss of confidence in the opportunistic investment
proces.
I will show you how to evaluate these investments and have the
ability to quickly tell how to filter out the strong investments and
eliminate the bad ones.
If we conservatively say that this will add a very modest 1% per
year to your portfolio returns then this alone will also make you an
extra $228,919 per year (assuming $100k starting with $10k
contributions).
4) THE VALUE OF SAVING HOURS OF TIME A DAY
For Do-It-Yourselfers the typical investment book says you should
spend at least an hour a day on your portfolio.
I will show you worthwhile strategies to spend time on if this is
what your Investor Personality Blueprint requires.
I will also show you how to eliminate at least an hour from the
usual busy work required for much of the manual portfolio monitoring
tasks that can be outsourced to elite teams through my structure.
If we conservatively assume an hour of your time is worth $50 (I'm
sure it's worth a lot more!), then saving an hour a day for every work
day will save you:
$50 X 250 days per year X 20 years = $250,000 over 20 years
Not to mention the fact that you've freed up 5,000 hours do either
make more money through business/career endeavours or do whatever you
want with that time.
Listen, I am so obsessed with ensuring I deliver overwhelming value
and true wealth planning wisdom that I'm throwing in the following
incredible bonuses to give you...
The Complete "Inevitable Wealth" Package
Bonus Series #1:
A Collection Of The Greatest Wealth Building Classics Ever Written
THE UNIVERSAL AND TIMELESS PRINCIPLES IN THESE BOOKS WILL LITERALLY
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-------------------------
A Complete Copy of the Classic Book
Think and Grow Rich by Napoleon Hill
I can truly say that Think and Grow Rich by Napolean Hill changed my
entire outlook on the way I view wealth and prosperity.
Napolean talks about the univeral laws that all great achievers of
history were consciously aware of and practiced on a daily basis.
The parallels to investing are profound.
First published in 1937, Think and Grow Rich has sold over 30
million copies and is considered a "bible" for people who are
searching financial freedom.
What if you knew how to create riches like you know how to tie your
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about.
The classic book came about as a result of Napoleon Hill's careful
analysis over a long period of years of more than five hundred
exceedingly wealthy men including Henry Ford and Thomas Alva Edison.
The book is currently ranked #9 on the BusinessWeek Best-Seller List
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-------------------------
A Complete Copy of the Classic Book
The Science of Getting Rich by Wallace D. Wattles
This timeless classic by Wallace D. Wattles was written in 1912 and
is still studied today by entrepreneurs all over the world. This book
in its original form covers the following topics:
Preface
Chapter 1: The Right To Be Rich
Chapter 2: There is A Science of Getting Rich
Chapter 3: Is Opportunity Monopolized?
Chapter 4: The First Principle in The Science of Getting Rich
Chapter 5: Increasing Life
Chapter 6: How Riches Come to You
Chapter 7: Gratitude
Chapter 8: Thinking in the Certain Way
Chapter 9: How to Use the Will
Chapter 10: Further Use of the Will
Chapter 11: Acting in the Certain Way
Chapter 12: Efficient Action
Chapter 13: Getting into the Right Business
Chapter 14: The Impression of Increase
Chapter 15: The Advancing Man
Chapter 16: Some Cautions, and Concluding Observations
Chapter 17: Summary of the Science of Getting Rich
-------------------------
A Complete Copy of the Classic Book
As a Man Thinketh by James Allen
As A Man Thinketh is a powerful philosophy that will make you
achieve perfection through the purity of thought. More than that this
book will help you transform your thoughts into concrete actions that
will result in the achievement of anything that you deeply desire in
your heart. As a Man Thinketh propounds that a man is his dream. He
goes on to explain that what a man thinks about is what he becomes.
-------------------------
A Complete Copy of the Classic Book
The Art of Money Getting by P.T. Barnum
You're about to discover ... Timeless wisdom and secrets to make
money from a 1869 millionaire's speech.What is the nearly forgotten,
100 over years old manuscript, written in 1869? It's "Art of Money
Getting - Golden Rules for Making Money." Read it carefully and
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business and personal advice is as applicable today as it was 150
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-------------------------
A Complete Copy of the Classic Book
Acres of Diamonds by Russell H. Conwell
No collection would be complete without the inclusion of this
ageless classic, Acres of Diamonds by Russell Conwell.
Acres of Diamonds was actually a lecture composed by Russell
Conwell, the popularity of which led him to deliver the same lecture
over 6000 times to paying audiences, until just after the time of the
first world war.
As a result of delivering the Acres of Diamonds lecture Russell
Conwell became a multi-millionaire. He used most of his money in
helping others, and in founding the Temple University, the history of
which in itself has been a source of great inspiration to many.
-------------------------
A Complete Copy of the Classic Book
The Master Key System by Charles F. Haanel
"Hidden Away for Years"
In 1909, a deep secret was rediscovered. A secret that drove those
that knew it to the furthest reaches of total success. Wealthy
industrialists, politicians, captains of industry flocked to the man
that knew the secret...
They paid him vast sums of money for it... They all enjoyed
unparalleled success They became the greatest people of all time...
They all agreed the secret would never be revealed to the public.
The first World War broke out in 1914. Those who knew the secret
were protected.
The Great Depression crippled the Nation in 1929. Those who knew the
secret prospered.
Learn the secret system which is the key to success.
-------------------------
Complete Copy of the Classic Book
The Way To Wealth by Benjamin Franklin
The Way to Wealth, originally a preface to the 1758 edition of
Franklin's beloved Poor Richard's Almanack, presents a brief fable of
a local wise man, Father Abraham, quoting Poor Richard to an eager
crowd. In this inspiring tale, Franklin steps out of the past and
shares with you his famed maxims about wealth, knowledge, virtue and
all other elements of business success.
The Autobiography of Benjamin Franklin offers Franklin's life
story--at least the first few decades, as he died without finishing
it--as he tries to identify and develop a formula for personal
success. Included is the popular 'Art of Virtue,' in which Franklin
lists the 13 qualities he hoped to possess.
An early and influential advocate of the idea that any of us can
create in ourselves the greatness to which we aspire, Franklin speaks
across the centuries to listeners as clearly and practically as ever.
-------------------------
A Complete Copy of the Classic Book
You Were Born Rich by Bob Proctor
Bob Proctor shows us step by step what we must do to have everything
we want. He stresses the fact that reading or memorizing will not
work; it is through understanding and applying these principles.
-------------------------
A Complete Copy of the Classic Book
Speed Wealth by Harv Eker
Eker calls this proven business system, "SpeedWealth(tm)" and
defines it as a simple "step-by-step" blueprint you can use for the
rest of your life to start with little or nothing and become a
millionaire in 3 years or less, in any business you choose.
"The SpeedWealth(tm) system has made more millionaires than any
other business strategy in history. It allows you to get rich doing
what you love and gives you a lot more free time to enjoy the journey
along the way!"
Bonus Series #2:
Comprehensive Wealth Management " title="" border="0" height="204"
width="120" />
If you're not achieving the results you deserve in the market, don't
worry I'll let you in on "The 7 Habits of Highly Successful Traders."
You see, through my experience, I've discovered that top traders
around the world actually leave clues to their success.
These clues, if followed correctly, will guide you through the
minefields of the markets and lead you to trading success.
Unfortunately, there are only two ways to learn these lessons, either
by the "School of Hard Knocks" which is both expensive and time
consuming, or you can discover them in my 60 minute audio program.
Entitled "The 7 Habits of Highly Successful Traders," this instant
classic distills the clues left by successful traders into 7 habits
You will discover:
The simple trading secret that you can start today to send your
profits soaring into the stratosphere.
The truth about market myths peddled by the "experts" and designed
to mislead and misinform you - wouldn't this be useful?
How to create your very own holy grail trading system so you work
smart not hard... this will give you your trading edge!
Pull the trigger on every great trade, every time and banish
hesitation forever, putting the money in your pocket. If you're not
excited by this check your pulse!!
What's the one common element all successful traders have? and how
you can copycat your way to success.
The ONE SIMPLE SECRET THAT COULD MAKE THE SINGLE BIGGEST
DIFFERENCE BETWEEN RUN-AWAY SUCCESS AND TOTAL TRADING FAILURE.
And this is just the tip of the iceberg...
-------------------------
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The Pocketbook of Economic Indicators
If you have no idea what CPI, PMI, or ECI means, then you are like
most beginning investors.
In this excellent book Manuel Jesus-Backus will EXPLAIN these and a
few other terms to enhance your knowledge of indicators that effect
your investments.
-------------------------
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Debt-Free Lifestyle - 7 Effective Ways to Control Your Debt
Learn How You Can End the Fear and Worry Created by Bad Credit and
Debt Collectors...Get Out of Debt Quickly and Easily, Right Now!
In this book you'll Discover:
>>> What exactly is bad debt or credit and why people get into bad
debt.
>>> Steps to avoiding credit card debt, the most common and
serious case of debt accumulation.
>>> How to check and choose the best credit interest rate...What
to ask and clarify before choosing your credit card with the lowest
rates.
>>> Step by step guide to getting rid of your debt in complete
detail.
>>> Debt reduction plan to help you pay off all your debts soon
than paying only the minimums.
>>> What is interest and how to use the lowest interest rates to
your advantage.
>>> Summarizing your debts is very important - I'll show you real
life examples of how I summarize my debts correctly and create a
formula to pay them all off.
>>> Learn the secret to re
