💪 Selling the Strength (2023 Portfolio)

Time to re-evaluate and reassess as we head into 2023...

⚡️ Introduction

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On December 3rd, 2021 — I shared with you all my wealth building strategies, one of which being my stock portfolio. I’m young, therefore I’ve invested aggressively into growth and innovation — while being mindful of my “core” holdings (Mega-Caps).

12 months ago, investing meaningful amounts of money into aggressive growth and innovation made a lot of sense. Interest rates were low — therefore, growth at any cost was a viable strategy for countless tech executives.

Considering the risk-free rate (T-bills) was so incredibly low — risk-adjusted returns were reasonable. It made sense to have exposure to these types of high octane companies.

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But, Things Have Changed

As recently explained in this post, things are very different today when compared to 12 months ago. That reality, however, is not what’s driving my decision making — but instead the fact that I believe things will remain very different for years to come.

Allow me to explain myself, then I’ll share with you how I plan to achieve my goal of $80,000 / year in tax-advantaged portfolio income by 2031.