THE SECRETS:
So many people start investing without a plan, without a strategy, & they wonder why they end up losing...
Use this checklist as a way to "flow" through getting started investing.
10 KEY THINGS:
1. Trim The Fat👇
✅ Pay off high interest debt (credit cards/personal loans)
✅ Remember, paying off a 10% interest rate loan = a guaranteed 10% ROI on your money!
✅ Establish an emergency fund (3–6 months of expenses) in a high yield savings account
✅ Remember, paying off a 10% interest rate loan = a guaranteed 10% ROI on your money!
✅ Establish an emergency fund (3–6 months of expenses) in a high yield savings account
2. Current Stage of Investing?👇
✅ Are you looking to build wealth, preserve wealth, or generate cash flow?
✅ Want to Build? Stocks
✅ Want Cash Flow? Stock Options
✅ Keep in mind, you can often be in BOTH stages at the same time!
✅ I currently use stocks to build, but at the same time I use options to generate monthly cash flow
✅ Want to Build? Stocks
✅ Want Cash Flow? Stock Options
✅ Keep in mind, you can often be in BOTH stages at the same time!
✅ I currently use stocks to build, but at the same time I use options to generate monthly cash flow
3. Set Up Your Brokerage Account👇
✅ Make an account. A broker is just a company that allows you to buy and sell stocks
✅ My Favorite: Charles Schwab
✅ If your employer does a 401k match, make sure you contribute up to the match amount because it is FREE money!
✅ My Favorite: Charles Schwab
✅ If your employer does a 401k match, make sure you contribute up to the match amount because it is FREE money!
4. Allocate Your Money👇
✅ Now this is where we build the portfolio
✅ Just saying you have a brokerage account or a 401k means nothing
✅ You need to place the money into investments within those accounts
✅ Just saying you have a brokerage account or a 401k means nothing
✅ You need to place the money into investments within those accounts
5. Build The "Base" Portfolio👇
✅ Build your base portfolio before moving on to stock options
✅ This is how I do it:
40% VOO - (S&P500)
40% QQQ - (Nasdaq)
20% Individual Stocks
✅ This gives you strong diversification & leaves you with plenty of time to study your (20%) individual stocks & stock option trades
✅ This is why I keep it simple for the base portfolio: 90% of investing "pros" do NOT get better returns than the S&P500 after fees in the long run
✅ This is how I do it:
40% VOO - (S&P500)
40% QQQ - (Nasdaq)
20% Individual Stocks
✅ This gives you strong diversification & leaves you with plenty of time to study your (20%) individual stocks & stock option trades
✅ This is why I keep it simple for the base portfolio: 90% of investing "pros" do NOT get better returns than the S&P500 after fees in the long run
6. Research & Select Individual Stocks👇
✅ Analyze company fundamentals to build that part of your portfolio up to 20% of the total value
✅ Use this research to make options trades to capitalize on market inefficiencies
✅ Use this research to make options trades to capitalize on market inefficiencies
✅ This 20% is often where you can make MASSIVE returns
✅ Here are some of the key things I look at to spot a deal or a bubble:
PE Ratio, P/S Ratio, Interest Rates, Earnings Trailing, Balance Sheet Health, Earnings Forward, EPS growth, Revenue growth, Pricing Power, Moat, Durable Competitive Advantage, Overall Macro Environment, Overall Market Valuation, plus a handful of other things
✅ Don't understand this stuff? I GOT YOU! Keep reading till the bottom!
✅ Here are some of the key things I look at to spot a deal or a bubble:
PE Ratio, P/S Ratio, Interest Rates, Earnings Trailing, Balance Sheet Health, Earnings Forward, EPS growth, Revenue growth, Pricing Power, Moat, Durable Competitive Advantage, Overall Macro Environment, Overall Market Valuation, plus a handful of other things
✅ Don't understand this stuff? I GOT YOU! Keep reading till the bottom!
7. Implement Stock Options👇
✅ The 2 biggest misconceptions about stock options are that they are risky & that they are actually about options itself
✅ If you understand how to spot deals and bubbles with confidence, options are actually risky to not use! They reduce risk and can make you lots of money!
✅ Options really are NOT about options itself: They are about what the underlying stock is expected to do
✅ If you think a stock is going to go up based on all the research you did, you will then use options to capitalize on the expected move
✅ So many people get this all backwards and think it's all about the complex strategy they claim nobody else knows...
✅ That couldn't be further from the truth...
✅ Options are a tool to capitalize on the expected move
✅ If you don't confidently understand the way the stock is most likely to move, you will get SMOKED like most people do with options
✅ Understand this, and you will scale to millions like me
✅ If you understand how to spot deals and bubbles with confidence, options are actually risky to not use! They reduce risk and can make you lots of money!
✅ Options really are NOT about options itself: They are about what the underlying stock is expected to do
✅ If you think a stock is going to go up based on all the research you did, you will then use options to capitalize on the expected move
✅ So many people get this all backwards and think it's all about the complex strategy they claim nobody else knows...
✅ That couldn't be further from the truth...
✅ Options are a tool to capitalize on the expected move
✅ If you don't confidently understand the way the stock is most likely to move, you will get SMOKED like most people do with options
✅ Understand this, and you will scale to millions like me
8. Scale Portfolio👇
✅ Building the base and rolling options premiums/profits into it will grow your portfolio VERY fast!
✅ I see options as a way to get free shares in the base portfolio
✅ But guess what, if I need money to live on, I can just withdraw my options cash flow and live on it
✅ I am not saying you will get rich overnight
✅ What I am saying is.. if you stick with it like me, you will scale to millions like me, and generate thousands in monthly options cash flow
✅ I remember when I did my first options trade and made $30... I was super pumped.
✅ But I knew if I could make $30, why not $300, why not $3,000, why not $30,000...
✅ The key is to scale something that can actually be scaled
✅ I am currently at about $30,000 per month in options cash flow and continue to scale that higher
✅ I see options as a way to get free shares in the base portfolio
✅ But guess what, if I need money to live on, I can just withdraw my options cash flow and live on it
✅ I am not saying you will get rich overnight
✅ What I am saying is.. if you stick with it like me, you will scale to millions like me, and generate thousands in monthly options cash flow
✅ I remember when I did my first options trade and made $30... I was super pumped.
✅ But I knew if I could make $30, why not $300, why not $3,000, why not $30,000...
✅ The key is to scale something that can actually be scaled
✅ I am currently at about $30,000 per month in options cash flow and continue to scale that higher
9. Quit Day Job👇
✅ As you scale your portfolio, you will then start to think "when can I pull back from my day job"
✅ I recommend going from full time, to part time, to per diem, to quitting straight up
✅ 2022 was when I realized I was actually losing money going to my day job
✅ Simple minded people do not understand this concept
✅ But you will realize one day that you can make way more money if you spend that time researching potential investments or educating yourself
✅ I recommend going from full time, to part time, to per diem, to quitting straight up
✅ 2022 was when I realized I was actually losing money going to my day job
✅ Simple minded people do not understand this concept
✅ But you will realize one day that you can make way more money if you spend that time researching potential investments or educating yourself
10. Keep It Simple👇
✅ You will run into many people that are very high strung with get rich overnight schemes that will most likely end up destroying your account
✅ Do not give in and ALWAYS question your source of info
✅ Always ask yourself: If the person giving me this info is so good.... where is their millions of dollars...
✅ This is why I came about in the social media world because I wanted to help people scale in a way that actually works!
✅ Do not give in and ALWAYS question your source of info
✅ Always ask yourself: If the person giving me this info is so good.... where is their millions of dollars...
✅ This is why I came about in the social media world because I wanted to help people scale in a way that actually works!
But What If I Still Don't Feel Confident?👇
✅ The checklist above just scratches the surface...
✅ Stocks & Options are a powerful way to scale your portfolio and generate cash flow.
✅ Making millions can be done much faster compared to the "set it and forget it" portfolio.
✅ The key? Do it the right way and manage risk!
✅ Understand on a deeper level how to confidently use options to generate thousands in cash flow & essentially get free shares or just live off the money!
✅ If you want to learn the fast track method of how I went from ZERO to 2 million+ with Stocks & Stock Options, click the button below!
✅ Stocks & Options are a powerful way to scale your portfolio and generate cash flow.
✅ Making millions can be done much faster compared to the "set it and forget it" portfolio.
✅ The key? Do it the right way and manage risk!
✅ Understand on a deeper level how to confidently use options to generate thousands in cash flow & essentially get free shares or just live off the money!
✅ If you want to learn the fast track method of how I went from ZERO to 2 million+ with Stocks & Stock Options, click the button below!
Let’s build!
-Brandon
CLICK HERE TO LEARN ONCE & FOR ALL!
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