As people are watching the new hedge fund presentation that I am setting up at (https://branchpointfunds.com/), investors are asking to learn more about the machine learning model and how it works. There are two public videos that basically outline the machine learning model I use and teach you the basics behind it Video 1: How to invest $3M - https://youtu.be/qWdryjOxoFE Video 2: Alternatives to 60/40 - ​https://youtu.be/CwAnziwa0uw​​​​​​​ You can try to start watching in the mid way point of the video where I start going through the machine learning concepts and how that is applied to investing. ​ To invest in my machine learning hedge fund, you would need a net worth of $2.7 million excluding your primary home. You can learn more about it here:https://branchpointfunds.com/ Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Whether or you are retiring with $50K, $100K, $300K or more, it is important to figure out the right strategy for you. For people with lots of capital, they can afford to throw it all into CDs / GICs and earn a low 2-3% return. However, if you are looking to generate cashflow with a few hundred thousand, then you would need to look deeper You need to find a more capital efficient strategy and still achieve your target monthly cashflow (for retirement or simply working less) In Investing Accelerator, you will learn two strategies: First, we focus on buying options to buy discounted stocks to multiply our profits for long term gains Second, we focus on selling options to generate interest premium which serves as a more predictable stream of cashflow We use these strategies on blue chip companies like Apple, Microsoft, Visa, Mastercard etc We place 1 trade a week for monthly passive income to smooth out our cashflow

Sahil Bloom shared something this week that hit me. Researchers at Yale found that people consistently overestimate how well they understand everyday things — a zipper, a toilet flush, a bicycle. Confidence scores were sevens. Write it out step by step? They collapsed to twos. He calls it the Illusion of Explanatory Depth. I think it's one of the most underrated traps in retirement planning. Most of us picked a number — $1M, $2M, $5K/month in passive income — through a kind of cultural osmosis. We heard it somewhere, it sounded right, and we filed it away as the goal. But when did we last actually defend that number? Here's the test I ran on myself: → Write down your retirement target → Then write what that number actually buys you — month by month, in specific dollars → Then ask: does this match the life I actually want to live? The first time I did this, I found my number was built on assumptions I'd never questioned. Generic lifestyle costs. A vague sense of "enough." Nothing tied to my real expenses or the income streams I'm actually building. @Eric Seto talks about this in the accelerator — the difference between having a number and having a plan. They're not the same thing. A retirement number is a wish. A plan is a thesis you can defend. What's your current target — and can you name one specific thing that number pays for in your ideal month? Drop it below 👇

In Investing Accelerator, we are starting a new monthly prize pool for top 10 most active members Congratulations to the following 10 people for being the most contributing members of the community: 1) @Monica Bernard 2) @Rong Zhou 3) @Rose B 4) @Lindsay Talbot 5) @Sukhwinder Dhanoa 6) @Leon K 7) @John Meaney 8) @Sharon Yuen 9) @Kim Huynh 10) @Cris Bob I (Michael) will contact you in the chat to provide you with the gifts. You will receive: 1 share of IBIT $33.14 USD To show proof of purchase, you must post in the community that you received the share. For next month July, the prizes will be: NFLX Investing Accelerator Incentives: Get Richer by Helping Others Succeed 1. 🎁 Join Investing Accelerator for Free: Share the "How to Join Investing Accelerator for Free" guide with a friend. If they join, you both earn the referral fee. Learn More (https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free) 2. ⏱️ Speed & Success Bonus: Complete the program within 90 days and pay off the remaining balance to get 10% off the balance. 3. 📈 Trading Milestone Rewards: - First 30% Return from a Single Trade: Share your success in the community to receive a free stock. - 30% Portfolio Return in One Year: Achieve a 30% annual return to earn another free stock (once per year). 4. Student Referral Program: Refer a friend to join Investing Accelerator and you both earn $1,000 USD + a free stock each. Learn More (https://5mininvesting.com/free-case-study/)

I recently came across this strategy and want to share with you in case you have any particular concentrated stocks which have greatly appreciated and may be facing large tax liability if you were to sell it. AN EXCHANGE FUND (not ETF which is "exchanged-traded fund") Purpose: Allowing you to defer capital gains taxes while diversifying away from your appreciated positions. Definition: A tax-efficient private fund owned by investors who exchange their individual stock for shares in the fund. Exchange funds only accept “in-kind” stock contributions, not money. Also, shares in the fund cannot be bought or sold on public exchanges. I personally do not have this issue so be sure to do further due diligence if you are interested in exchange funds source: https://usecache.com/companion/what-is-an-exchange-fund#toc-1

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