WealthMax Portfolio

Designed for investors seeking to maximize their wealth through strategic investments in high-growth sectors.

OverviewPerformanceHoldingsPricing

Key Facts

Update FrequencyMonthly
Holdings6
ObjectiveMaximize Returns
RiskHigh
5 Year Return329.93%

Product summary

  • High-Growth Focus: Targets sectors and companies poised for significant expansion, leveraging trends for accelerated wealth accumulation.
  • Aggressive Return Potential: Crafted for the investor seeking to maximize returns, Wealthmax is ideal for those who embrace high risk for the chance of high rewards.
  • Dynamic Risk Engagement: While focused on high-growth opportunities, Wealthmax employs a strategic approach to risk, actively adjusting to market dynamics to seize growth opportunities.
  • Strategic Rebalancing: Monthly portfolio reviews and adjustments to respond to market changes and maintain alignment with investment goals.

Performance

The WealthMax Portfolio has outperformed the S&P 500 by 2.23x since inception.

1 Year

16.46%

5 Year

329.93%

CAGR

29.21%

Holdings

Updated Apr 1, 2024. Next update in May 1, 2024.

NameRatingPRICEMKT CAPYIELD
Stock 1
A+
$677.53
+0.52%
$94.33B
0.83%
Stock 2
A+
$775.99
+1.57%
$737.78B
0.67%
Stock 3
A+
$1363.21
+1.83%
$631.84B
1.54%
Stock 4
A
$417.88
+1.83%
$3.10T
0.72%
Stock 6
A
$570.61
-0.94%
$217.58B
0.27%
Stock 5
A-
$110.11
+1.83%
$191.06B
2.00%

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

These results are based on simulated performance results, also known as paper trading, that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. They do not take into account transaction fees, slippage, and taxes. Also, because these trades have not actually been executed, these results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. No representation is being made that any individual will or is likely to achieve profits or losses similar to these being shown.

Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.