After 15 years in marketing, I’ve realized I’m simply tired and would rather spend my time with my family than building marketing campaigns for large public companies with my team. Throughout 2026, I am transitioning THRYV AI Corp into a media company for my YouTube channel and will no longer accept new advertising clients; I’ll maintain current clients for now but will slowly phase them out and refer them to other agencies and find my employees work at other companies for the same salary. My future income will flow from my media properties, various investments, and also this portfolio I am building publicly, which I’m driving toward a $2M goal within two years to generate a sustainable $10,000 monthly. I’ve already started by adding $50k of HYLD to my non-registered account, $10k of TSPY and more ISBG to my USD RRSP, and increasing my HDIV in my TFSA, focusing on core positions with minimal NAV erosion so the principal keeps growing even as I draw 80% of the distributions. This has been a long time coming, I originally planned on working until 45, but I simply can't...I'd much rather just invest, make youtube videos, brain storm with everyone in the $1M Club, and hang out with my wife and kids. Here's to a new chapter. I've attached some screenshots of the updated portfolio, I injected about $350,000k CASH into this portfolio to help build my initial positions.

it's Sunday morning, and I decided to look into the AOTG Fund (AOT Growth and Innovation ETF) to identify high-conviction opportunities. My research process for this fund is built on a specific methodology: finding active managers whose philosophy aligns with my own, then "cherry-picking" the best individual plays for my personal watchlist. 1. The Core Philosophy: Digital Products & Profitability After hosting CEO John Tinsman on the podcast, his strategy became clear: the fund exclusively targets "Digital Product" companies. These are businesses characterized by: - Extreme Scalability: Low overhead for every new unit sold. - Elite Margins: Superior unit economics compared to physical goods. - High Profitability: A focus on companies that aren't just growing, but are actually winning on the bottom line. 2. My Selection Process John has essentially done the heavy lifting by building a curated list of companies that fit this high-margin criteria. My role was to filter that list down further based on: - Circle of Competence: I only looked at companies I personally understand. - Valuation Gaps: I am hunting for massive price drops in these high-quality names to find an asymmetric entry point. - Concentration: Out of the 10+ companies I’ve added to my watchlist, I may only pull the trigger on one. This is the "discovery" phase of my research. 3. The "Hybrid" Portfolio Approach I am currently deciding how to position AOTG within my USD RRSP. My logic for paying an expense ratio for an active fund is simple: Time vs. Optimization. - The Active Fund (AOTG): I’ll hold the fund for its active rebalancing and John’s ability to find opportunities I don't have the time or energy to track daily. - The Individual Plays: I will take 1 or 2 stocks from the fund that I have the highest conviction in and invest more heavily to capture the alpha. Summary for My Watchlist This is a repeatable workflow I use often: find a high-conviction active fund, utilize their research as a "top-of-funnel" filter, and then drill down into specific names for individual ownership.