~~~ INVESTMENT IDEAS ~~~ BROKERAGE ACCOUNT: Cash Equivalents: - BIL: 1-3 Month Treasury Bill ETF (SPDR) - SPTS: 1-3 Year Treasury ETF (SPDR) Equities: - VTI: US Total Stock Market ETF (Vanguard) - SPD: US Equity PLUS Downside Convexity ETF (Simplify) - VFLO: US Large Cap Free Cash Flow ETF (VictoryShares) - SLYV: US S&P 600 Small Cap Value ETF (SPDR) - SFLO: US Small Cap Free Cash Flow ETF (VictoryShares) - ZIG: US Deep Value ETF (Acquirers Fund) Bonds/Other: - RSBT: Bonds & Managed Futures ETF (Return Stacked) Bitcoin "IOU" Securities: - FBTC: "Wise Origin" Bitcoin Fund Spot ETF (Fidelity) - BITO: Bitcoin Futures Cash-Settled Strategy ETF (ProShares) Gold "IOU" Securities: - PHYS: Physical Gold Trust (Sprott) - GLD: Gold Shares ETF (SPDR) - GLDM: Gold MiniShares Trust (SPDR) --- REAL ASSETS: - Rental Properties: e.g. turnkey single-family or multi-family - Bitcoin with private keys in-hand and offline - Gold bullion - Silver bullion - Cash-flowing businesses, franchises ~~~ SAMPLE "BROKERAGE ONLY" PORTFOLIO: - 60% stocks (VTI + SLYV) - 20% bonds + CTA (RSBT) - 10% t-bills (BIL) - 5% bitcoin (FBTC) - 5% gold (PHYS) ~~~ SAMPLE "REAL ASSET" PORTFOLIO: - 70% real estate - 10% bitcoin - 10% gold and silver - 10% cash