We’re passionate about helping you build your own strategy for long-term successful investment.
Richard
I started investing in stocks/ETFs during the financial crisis in 2009 and in my first 5 years, I went through a learning curve filled with ample mistakes that most new and sometimes experience investors make. In my first years of investing, I went from speculative short-term stock investing to forex trading. Over the years, I’ve formulated my investment strategy to be largely research based, long-term oriented, and focused on innovative companies. Today, my portfolio is mostly automated, highly diversified, leveraging both individual stocks and ETFs, moderate to high risk based, and centered around growth. Through extensive research, I’ve constructed a watchlist of private companies that are leading innovations in their respective industries and will potentially become exceptional public companies.
My individual stock holdings include companies that were on my watchlist for 2-3 years prior to going public such as Palantir, Snowflake, Cloudfare, OpenDoor, Coinbase, Unity Technology, Desktop Metal, SoFi, and Marqeta. My passion is to equip you with the lessons learned and provide you with my strategy as a launchpad to building your own future strategy for long-term successful investment.
Jewel
I spent the formative years of my career working at the intersection of entertainment and technology, gaining insight through market analysis; understanding the industry of various brands, their landscape and strategic opportunities. I’ve been fortunate enough to learn from some of the best while working with various startups in tech and media sectors, from defining product market fit to developing innovative strategic initiatives for organizations.
I am passionate about equipping you with the best lessons and insights to help you make the most of your journey. Thank you for taking the time to learn more.
We hope you plant some seeds here.
We Can Help You:
Stay Informed
Get updated market information, related articles and more weekly and monthly as part of your membership.
Build Your Strategy
We are focused on helping you build a long-term strategy that fits your financial goals and capabilities.
Expand Your Portoflio
We want to help you meet your maximum potential, whether it’s helping you build a diversified growth-centric portfolio or unlocking market insights.