Taylor Swift & Finally getting close to launching my first fund

Taylor Swift said [In order to play the music and sing the song she loves, there's a lot of other work she has to do to get there]

This phrase echoed with me as I prepare my first fund over the last 9 months.

In essence, a fund is simple.

I run machine learning models

I place the buy / sell order in the platform.

And I love it.

But in order to do what I love that through a fund, the amount of legal, regulatory and tax considerations I have to go through stops 99% of the people to start a fund.

For a private fund like the one I am starting, the net asset requirement is $2.7 million USD excluding your primary residence.

Now, I am merely weeks from starting my fund

I got my offering memorandum, subscription package, streamlining the onboarding process.

My team sent out invitation to a small group of VIP investors / close contacts

Now, I am just waiting to open a brokerage account with either Charles Schwab or Clear Street to start trading

If you are interested in checking out my BranchPoint team and what we are offering, here's the website: https://branchpointfunds.com/

If you want to get a copy of the investor package, you can reply this email and I can connect you with my BranchPoint GP team and they can provide you with the access.

Cheers,

Eric

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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

This allows us to split the portfolio into 2 parts

Low risk low return with index funds or bonds
Higher return higher risk cashflow generating option strategy

If you are interested, you can schedule a call and ask any questions you have: https://bit.ly/48mJlgR

Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.

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Taylor Swift & Finally getting close to launching my first fund