it's Sunday morning, and I decided to look into the AOTG Fund (AOT Growth and Innovation ETF) to identify high-conviction opportunities. My research process for this fund is built on a specific methodology: finding active managers whose philosophy aligns with my own, then "cherry-picking" the best individual plays for my personal watchlist. 1. The Core Philosophy: Digital Products & Profitability After hosting CEO John Tinsman on the podcast, his strategy became clear: the fund exclusively targets "Digital Product" companies. These are businesses characterized by: - Extreme Scalability: Low overhead for every new unit sold. - Elite Margins: Superior unit economics compared to physical goods. - High Profitability: A focus on companies that aren't just growing, but are actually winning on the bottom line. 2. My Selection Process John has essentially done the heavy lifting by building a curated list of companies that fit this high-margin criteria. My role was to filter that list down further based on: - Circle of Competence: I only looked at companies I personally understand. - Valuation Gaps: I am hunting for massive price drops in these high-quality names to find an asymmetric entry point. - Concentration: Out of the 10+ companies I’ve added to my watchlist, I may only pull the trigger on one. This is the "discovery" phase of my research. 3. The "Hybrid" Portfolio Approach I am currently deciding how to position AOTG within my USD RRSP. My logic for paying an expense ratio for an active fund is simple: Time vs. Optimization. - The Active Fund (AOTG): I’ll hold the fund for its active rebalancing and John’s ability to find opportunities I don't have the time or energy to track daily. - The Individual Plays: I will take 1 or 2 stocks from the fund that I have the highest conviction in and invest more heavily to capture the alpha. Summary for My Watchlist This is a repeatable workflow I use often: find a high-conviction active fund, utilize their research as a "top-of-funnel" filter, and then drill down into specific names for individual ownership.

We just launched today, so thank you for being the first through the doors! I am officially LOADING this community with exclusive content you won't find anywhere else. I’m incredibly excited to finally have everything in ONE place. Here’s a look at your new member dashboard: - Executive Intel: CEO & Congress Insider Buying Reports. 🏛️ - The Strategy: My high-conviction Value Picks and Monthly Portfolio Updates. 📈 - Exclusive Access: Unreleased Podcast episodes and Direct Video Q&As. 🎙️ - The "Full Life" Blueprint: Detailed Health & Longevity content (as requested!). 🥗 - Live Sessions: All future livestreams will be hosted right here. A quick favor: I’ve set this at $1/month because I want zero barriers to entry, I want everyone to win. At this price, it will take tens of thousands of members just to break even on the time I’m investing, so please share the link and help us build the ultimate financial community! Special Thanks To Our Partners Who Help Make The Free Educational Content On The Youtube Channel Possible: Hamilton ETFs: https://hamiltonetfs.com/ Quantify Funds: https://quantifyfunds.com/ TappAlpha Funds: https://www.tappalphafunds.com/

1) Stock Buying Check List - See Attached 2) Investment Profit Calculator: https://www.calculator.net/investment-calculator.html 3) ETF Research Tool (Check Fund Overlap): https://www.etfrc.com/funds/overlap.php 4) ETF Comparison Charting: https://stockanalysis.com/ 5) Back Test ETF's and Stocks: https://www.portfoliovisualizer.com/backtest-portfolio 6) Calculate ACB: https://www.adjustedcostbase.ca/ 7) Stock Charts and more: https://www.tradingview.com/ 7) Undervalued Dividend Stocks: https://www.iqtrends.com/ Special Thanks To Our Partners Who Help Make The Free Educational Content On The Youtube Channel Possible: Hamilton ETFs: https://hamiltonetfs.com/ Quantify Funds: https://quantifyfunds.com/ TappAlpha Funds: https://www.tappalphafunds.com/