WealthMax Portfolio

Designed for investors seeking to maximize their wealth, fast.

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.

Since 2020, WealthMax has returned 220.09%, outperforming the market by 153.38% using its optimal monthly rebalancing period and 6 stock portfolio size.

Performance

Growth of $10,000 invested in WealthMax vs. S&P 500 since 2020. WealthMax beats the S&P 500 on all performance metrics.

WealthMax

YTD

13.03%

5 Year

220.09%

CAGR

30.80%

S&P 500

YTD

5.94%

5 Year

66.71%

CAGR

12.52%

Don't just take our word for it.

I don't know how your algorithm works, but it has selected some amazing winners in the last six months.

John Lynett, Jr

"Very pleased overall"

- Timothy D Homan

"Good picks"

- Alex L.

"Easy to use"

- Jeff Van Ausdall

"Excellent returns"

- Jim Hadley

Holdings

Updated May 1, 2024. Next update June 1, 2024.

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

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Includes 30-day Membership Fee Refund Period

  • Access to WealthMax Portfolio
  • Automatic Tax Optimization
  • Monthly Portfolio Rebalancing Updates

Frequently Asked Questions

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© 2024 Finlo.io

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.