$500,000 to $2.2 Million in 2 Years — 100%+ ROI

$500,000 to $2.2 Million in 2 Years-100%+ ROI

His name was Rosen.

He and his wife owned an art gallery in an exclusive area in the Phoenix metro region. He told me he was too busy managing his portfolio on his own — and besides, he wasn’t doing that good with it.

He said he was looking forward to retirement but didn’t think $500,000 was enough to cover his expenses.

I told him I could help.

He seemed to like me because he told me I had free reign to do whatever I could to grow his portfolio.

I reviewed his portfolio and his accounts and immediately realized he had done a good job with the skill set and experience he possessed. I told him as much and he seemed to appreciate that.

Again he asked me to help, if there was anything I could do.

I had just moved to the Phoenix area a couple of years before from the greater Boston area.

There, I had been a tri-founder of the BBC — Billionaire Boys Club investment club.

We did okay averaging a 34% + annual return on our investments.

Until one of the founders convinced us other two that options were just like stock in how they worked except the returns were much greater.

We were skeptical but agreed to his proposal to take all (All? Were we really that naive???) our capital and invest it in options.

Just two weeks later we were broke.

I promised myself to stay clear of options and a few years later I moved to warmer climes.

Now here I was. Staring at a computer screen, establishing the different types of assets in this gentleman’s portfolio and what I could do with it.

It was a fairly typical diversified portfolio; some stock, some bonds, mutual funds and a good deal of holdings in real estate.

I decided to leave the real estate alone, using it as a foundation and I just looked at the cash and capital accounts.

The cash, stock, bonds and mutual funds totaled just over $500,000.

I sold off the stock, liquidated the bonds and cashed out the mutual funds.

With nearly $500,000 in cash (after fees, expenses and penalties of cashing out), I then reinvested in equities using the stock tricks, secrets and strategies I had learned while a member of the Billionaire Boys Club.

The market had clearly changed.

For the better.

I almost wanted to tell him I was a genius, but mostly it was just the market that had changed.

The strategies in and of themselves would probably have returned between 30% to 40% on an annual basis, but because of the volatility in a new bull market, the portfolio grew faster than I could have imagined.

10%

In one month.

5%

20%

Then 50%.

By the end of the year — 12 months after I had started, the portfolio had grown.

100%

The total return was just over 100%.

I began the year at a shade under $500,000 and ended it at just over $1,000,000.

I was amazed and astounded.

Mr. Rosen almost smiled. Well, at least his wife did — I think.

I knew the strategies would work, but it was mostly a bull market that favored the portfolio I had constructed.

Mr. Rosen challenged me to do it again next year.

I decided to accept his challenge.

A shade over $1,000,000, convert it all to cash.

Review the stock market. Apply a few, really simple strategies. Monitor. Reposition as necessary. And sit back. Let the market work, not you.

It did.

Same results.

Another 100%

I began the second year at just over $1,000,000 and ended at nearly 2 and a quarter million.

In twelve months.

Mr. Rosen and his wife were ecstatic.

And I don’t know who they knew but a few weeks later, KPMG came knocking and asked me to be a member of their portfolio management team managing accounts ranging from $300 million to $400 million, as the sole Tax Accountant on the team.

I accepted.

Now. 100% returns are extremely atypical.

I can’t make any promises about returns.

The whole market could go south and you could lose 100% of your principal.

Or, maybe you just gain a bit over the market. Or just under.

Only God can foresee the future. And God isn’t giving me any tips.

So it’s just me.

Are you asking if the strategies I used then still work now?

Yes. Yes they do.

I just completed a 6 month test with a 6 month preceding backtest.

This time results were different.

Better.

It seems like the market has changed again.

120%

In one year.

Do you want to give me a shot?

You know the warnings.

“Past performance is no guarantee of future results.”

“Investing is risky. Loss of your capital may occur.”

“Volatility can make results unpredictable.”

You could lose it all.

I can’t guarantee you will gain anything.

it’s possible you will lose everything.

But I can guarantee I’ll do my best.

But what do you have to lose anyway?

It’s only money.

P.S. I don’t speak well. I communicate best by email or text. So if you have questions or you just want to get started now, you can email me at perryjones@kearsedgeboston.com or text “start” to 774–757–7962.

I don’t answer calls, but I read every text. Use “start” to text me. I’m waiting.