Marcello Duarte Vieira’s Post

The're some good, some bad, and some *real* ugly among the new ETFs that are part of ETF REVOLUTION 2.0. If you're still a client of the Wealth Management Industrial Complex, you need to be be discerning to avoid what Jonathan Treussard, Ph.D. calls "conflicted ideas" along the way. And BTW, there are good ideas coming into ETFs too; as with all things in life, it's complicated... 😉 Read here: https://lnkd.in/gq3AXusP

I betcha you own ETFs, right? (stands for Exchange-Traded Funds 😉) After quietly leading the "Boring Revolution" in investing for 30 years... ETFs are entering a new phase: →It's REVOLUTION 2.0 - Less boring, for sure. - More ways to get burned also. 🥴 🎢 Remember those amusement park rides where you had to dodge zombies and mutants, while saving the innocent? → Investing in ETFs today feels a bit like that! How do you separate the space mutants from the innocents on this ride??? My latest newsletter is a quick guide to tell apart: - Good ideas - Silly ideas - Conflicted ideas - Dangerous ideas They're all out there, coming into the ETF space... Get oriented and be prepared for ETF REVOLUTION 2.0. →Read the full piece here: https://lnkd.in/gVkbH3Bq Have you come across new ETFs? Friends or foes? ♻️ Repost this to your network is you like ♻️ 🔔 Follow me for more insights Jonathan Treussard, Ph.D. ✍️ Get actionable insights 1x / week → Learn on your *wealth* journey- join us here: https://lnkd.in/grbJKA8U Disclaimer: This is for educational purposes only, and is in no way financial advice. Consult a financial advisor before making investment decisions.

Here's why I believe index funds should be part of everyone's portfolio And why my new program WealthElevation focuses on them: Index funds are a game-changer for building wealth. They're not just for the finance experts – they're for everyone. Why? Because they offer: → Low maintenance: Set it and forget it is what I love → Diversification: Spread your risk across multiple areas → Low barrier to entry: You can start with small amounts → Low costs: The lower the cost, the more you get to keep → Proven success: Historically you can make 8% - 10% return per year Yes, you can invest in crypto, real estate and single stocks. But I'm not convinced those asset groups 1. match your risk profile 2. offer the best return 3. are the right fit WealthElevation focuses on index funds because they're smart, simple, and effective. And who doesn't want to build wealth on auto-pilot? If you are ready to maximize your income and kickstart your investment journey - Send me a DM. Do you have a favourite asset group, if yes, what and why? Let me know in the comments. ∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿∿ 👋 Hi, I'm Anouk, a female financial empowerment coach, long-term investor, and mom. 💸 I help women gain confidence and clarity about their finances, teaching them how to build wealth on auto-pilot, so they can continue to enjoy their lives while their money is doing the heavy lifting

Needibi Invest: Your Gateway to Financial Freedom Tired of watching others reap the rewards of the financial markets while you're left on the sidelines? Needibi Invest is here to change that. Our expert mentors are ready to guide you through the intricacies of trading and investing, turning your financial aspirations into reality. For aspiring traders: Dive deep into the world of Forex, crypto, and stocks with our personalized mentorship. Learn from seasoned professionals as they share their strategies, tips, and real-world experiences. For just $10 per hour, you'll have access to live trading sessions and the opportunity to ask questions in real time. For aspiring investors: Build a solid foundation for long-term financial growth. Our comprehensive investment mentorship program covers everything from identifying promising assets to developing a personalized investment strategy. At $25 per hour, you'll receive expert guidance and a roadmap to financial success. Don't miss out on this incredible opportunity. Contact us today to schedule your initial consultation and embark on a journey towards financial freedom.

“The investing industry is ridden with bullshit. The most common and insidious form is over-optimism: offers of tantalizing risk/reward that defy any notion of reality, often based on misinformation or deception. Less common but even more dangerous are outright frauds. The problem is inherent to the product. Most consumer goods – apples, hotel rooms, laptop computers – are tangible objects or services that you can see, taste, feel, or experience, so you can judge how much they are worth to you. Investments represent claims about some future probability distribution of monetary outcomes which are not literally verifiable. The best an investor can do is form a reasonable judgment about the uncertainty around those claims, based on historical evidence and details about the mechanics of how those claimed outcomes are generated.” These words are from Benn Eifert. He’s the managing partner at QVR Advisors, a San Francisco-based hedge fund. Tweeting from his account at @bennpeifert, Benn has also recently become a star of financial Twitter (or “fintwit”, as it’s known), dispensing a mix of humour, technical knowledge, and criticism of popular investing hype. His post about Bullshit in investing is a must-read. Why? You need to understand what is BS and what is useful. Sadly, investors struggle to know the difference. It means you have no choice but to invest your time into learning more and helping to identify BS. In not doing so, you increase the risk of making big mistakes. I’ll finish with some more of Benns words…

𝗜 𝗪𝗮𝘀 𝗪𝗿𝗼𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗖𝗿𝘆𝗽𝘁𝗼—𝗔𝗻𝗱 𝗧𝗵𝗮𝘁’𝘀 𝗢𝗸𝗮𝘆! For a long time, I was anti-crypto. I believed it wasn’t the right play for my portfolio. 𝘉𝘶𝘵 𝘵𝘪𝘮𝘦𝘴 𝘤𝘩𝘢𝘯𝘨𝘦. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘦𝘷𝘰𝘭𝘷𝘦. 𝘈𝘯𝘥 𝘴𝘰 𝘴𝘩𝘰𝘶𝘭𝘥 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰. 𝗛𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝗹𝗲𝘀𝘀𝗼𝗻: Never get married to an idea just because you believed it or expressed it in the past. The fear of being wrong holds many back. But here’s the truth: No one cares if you were wrong. 𝗪𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀? Your ability to spot trends, adapt, and act decisively to build wealth. For me, it’s 𝗜𝗕𝗜𝗧 ETF. What’s the trend you’re watching? (Image Credits: Found on X)

Looking for decades of passive income? 📈 Check out this ETF that could boost your financial future! 📊💰 Learn more in the full article: https://lnkd.in/guuWpSuh #Investing #PassiveIncome #FinancialFreedom 🚀

🔓 Unlocking Hidden Opportunities in the Trump Era: VMF's Security Selection November Edition The "Trumpquake" is real, and its main beneficiaries are clear: crypto assets, thriving under deregulation, and U.S. small caps, poised to gain from lower taxes and tariffs. At VMF Research, our entire suite of products—from the Strategic Asset Allocation focus of Tier One to the absolute return strategies in our Alpha Tier—has not just weathered this seismic shift but excelled.✨ 📊 In fact, we've just reached the six-month mark and, in a rare show of transparency and accountability for retail-focused research publications, we've published detailed profit attributions for each. Our Model Portfolios aren't just outperforming their benchmarks... they're providing deep insights into how professional investors navigate financial markets and construct portfolios, delivering on our commitment to meaningfully augment our subscribers' financial literacy. 📘💡 But we digress... This post is about our Tier Two publication, a product dedicated entirely to security selection. 🎯 Interestingly, its focus on small caps is being richly rewarded in this current environment—or better yet, in this new market regime. But we're not stopping there... In November's issue, we pulled back the curtain on a rarely seen opportunity for retail, self-directed investors: Event-Driven Investing, also known as Special Situations among professional hedge fund managers. 🕵️♂️ We dive deep into why these events have the potential to generate uncorrelated returns... a feature we find particularly attractive as we continue to build our Bear Case. 🐻 Even with many equity markets at all-time highs, make no mistake: a bear case keeps building. One of the highlights of November's issue? Spin-offs—a corporate action that has a long track record of generating market-beating returns. 📈✨ As usual in our publications, we don't just tell you they work... we explain why they work, enhancing your strategy toolkit 🧰 and refining your Investment Process. Moving from framework to action, we present four compelling opportunities: 🔹 Two of them are U.S. small caps, combining the "Trump Trade" with the outperformance potential of spin-offs. 🔹 Notably, since publishing on November 15, these ideas have hit the ground running and are already showing impressive performances... particularly a small biotech company with an extremely disruptive discovery on its hands. By adding another layer to the power of spin-offs and a market regime that favors U.S. small caps, we've included an investment theme we believe has enough traction to be an outperformer powered by AI: biotech. 🤖🔬 Ready to uncover these opportunities and supercharge your investment strategy? 🚀 Join VMF Research and let's unlock value together. 🤝 📄 Here's a sneak peek at our insight-packed edition of VMF's Security Selection: #SecuritySelection #VMFResearch #FinancialLiteracy

A Message to Index Fund Investors: "You Can Not Retire Early by Investing in Index Funds" What will you do with all that money when you are over 60? Will a Ferrari look good when you have saggy skin and missing teeth? I am well aware that financial freedom has a different meaning for every one but only index investing is surely a very slow road to that. Robert Kiyosaki (Author of Rich Dad Poor Dad) did't get rich by compounding but by selling his books. More than an investor he is an author. Compounding is a wonder but it gets even better the more value you start it with. Compounding on a small sum is very slow. At the start of our journey, instead of taking the slow route we can speed the process tremendously by taking some asymmetrical bets. What are asymmetrical bets ? These are bets in which there is very minimal downside but the potential profit is unlimited. If you can nail down even 1 or 2 of these bets correctly, you are set for life. It's like taking a time machine to 10-15 years in the future and start your compounding from there. Some asymmetric bets I am taking now :- - > Investing some of my net worth in crypto ( I believe in web 3 and can risk 5% of my net worth to maybe double my net worth in 1 year) -> Tapping into the creator economy (Ideas are the new oil and this really lets me pursue my curiosities with a vision and purpose ) -> Building bootstrapped startups which require 0 to no investment. PS: I am not forcing you to do anything, just making you aware that following the conventional path you will get the conventional results. What are some asymmetric bets that you are seeing in the current world? Let me know in the comments !! Feel free to comment or dm me in you need more clarity on the bets I am taking.

With the stock market near all-time highs and BTC teasing $100k, there's more interest in alternative investments than ever: for greater returns, more diversification, and less volatility. We talked with Scott Harrigan, President of Alto to learn more about the opportunities and innovations in alternative investments. Lowering the Barriers to Alternative Investments with Alto’s Scott Harrigan