Reach the TopIntroducing the "Quarter Million Dollar" portfolio. This portfolio is designed for those within 10 to 15 years of retirement who know they will need more to retire on. To use this portfolio, you do not need a quarter million dollars to get started, but should be starting with some six figure amount. If you are within 15 years of retirement and don't have six figures saved, once you have subscribed, contact me to schedule a personal consultation and we will talk about which approaches within Fundamental Trends make the most sense for you. If you are more than 15 years from retirement, this is an excellent strategy if you are starting with a rollover from a 401k to an IRA of five figures.

This portfolio has two simple to state, yet hard to achieve goals, for the next decade:

  1. Take less risk than the equity markets.
  2. Quadruple your portfolio regardless of market direction.

In order to quadruple your money in a decade - double it and then double it again - we will need to average a return of 14.4% per year net of expenses. In a slow growing economy and with markets expected to be volatile, that is a tall order. For most people paying fees to financial advisers and for fund management, it is a virtually impossible goal. Those who choose to manage their own money the way I will show you, will get a huge advantage by cutting expenses well over 1% per year on average versus high priced financial advisers who often use a portfolio full of additional outside management fees.

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