Building a Roster of Stocks

There is a lot of confusion in the world of investing. As investors we are constantly inundated and asked to pick a single investment strategy from the very beginning.

Growth or Value Investing

Cyclicals or Secular

Cash Flow or Compounders

Silicon Valley or Permian Basin

Small Cap or Large Cap Investing

US or Global

Active or Passive...

…what if you could turn every OR into an AND, while reducing the number of holdings with a simpler playbook that works ACROSS market cycles, never requiring you to predict one?! We're going to show you how!

In this episode we break down over 25 years of experience and show you what works - ultimately leading to better investing and more peace of mind.

We discuss:

1. Defense and Offense

2. Sacred Money and Speculative Money

3. Momentum is Real

4. Skin in the Game

We hope you enjoy the episode. If you would like to schedule a meeting with our team, email us: [email protected]

www.freedomdaysolutions.com