Activity
Mon
Wed
Fri
Sun
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
What is this?
Less
More

Memberships

Investing Accelerator

490 members • Free

Invest & Retire Community

3.6k members • Free

4 contributions to Invest & Retire Community
Taylor Swift & Finally getting close to launching my first fund
Taylor Swift said [In order to play the music and sing the song she loves, there's a lot of other work she has to do to get there] This phrase echoed with me as I prepare my first fund over the last 9 months. In essence, a fund is simple. I run machine learning models I place the buy / sell order in the platform. And I love it. But in order to do what I love that through a fund, the amount of legal, regulatory and tax considerations I have to go through stops 99% of the people to start a fund. For a private fund like the one I am starting, the net asset requirement is $2.7 million USD excluding your primary residence. Now, I am merely weeks from starting my fund I got my offering memorandum, subscription package, streamlining the onboarding process. My team sent out invitation to a small group of VIP investors / close contacts Now, I am just waiting to open a brokerage account with either Charles Schwab or Clear Street to start trading If you are interested in checking out my BranchPoint team and what we are offering, here's the website: https://branchpointfunds.com/ If you want to get a copy of the investor package, you can reply this email and I can connect you with my BranchPoint GP team and they can provide you with the access. Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Whether or you are retiring with $50K, $100K, $300K or more, it is important to figure out the right strategy for you. For people with lots of capital, they can afford to throw it all into CDs / GICs and earn a low 2-3% return. However, if you are looking to generate cashflow with a few hundred thousand, then you would need to look deeper You need to find a more capital efficient strategy and still achieve your target monthly cashflow (for retirement or simply working less) In Investing Accelerator, you will learn two strategies:
1 like • 9d
Congratulations Eric.
Expected bullishness for this week with Fed Reserve interest rate announcement
As SpaceX IPO was overall positive and Donald Trump also called off the attack on Iran, I expect this week to be overall bullish The key even this week is whether or not Fed would increase the interest rate given 4.2% inflation. Even if Fed maintains its interest rate, as long as the new Fed Chair has a more positive outlook during his speech, I expect the market to bounce up. Thus, it is not so much about whether or not we get a rate cut this week but rather How dovish is Fed going to be going forward? How many cuts can we expect in 2026?​ Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In June, I’m helping 10 people to become better at investing through Investing Accelerator. During the free strategy call, you can discuss which area of analysis you need the most help with (finding discounted stocks vs generating income). In Investing Accelerator, we focus on - Mastering investing even if you don't have a financial background - Step by step mentorship on how to set up your chart and fundamental analysis to find discounted stocks - Mastering options to generate income or multiply long term gains If you are interested in joining Investing Accelerator, you can schedule a free strategy call here to see if you are a good fit. If you are interested, you can schedule a free strategy call here to see if you are a good fit. Schedule a free call Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.
2 likes • 20d
@Lindsay Talbot Finally after talking about the peace deal 35th time. Will see how many days it lasts.
My Portfolio YTD
Thank you Eric, Here are some of my results.
My Portfolio YTD
2 likes • 28d
@Rose B Thank you
3 likes • 27d
@Kim Huynh I wish I would have bought more when it was around $10.
Happy New Year from Eric
3,2,1 - Happy New Year ! As we flip over the page of 2025 and continue our journey into 2026, I would like to thank you for being part of this community and on my email list. 2025 was a year of growth for me, where I rapidly tested hundreds of investing strategies (experiencing another growth spurt in my investing career) 2026 ​is the year when we scale strategies and help more people in the process ​​Instead of capital gains, my focus is now to help people retire better with income-genearting strategies. ​​ This is particularly helpful if one is using Roth or a Traditional IRA to invest, where one can generate the income and delay tax until one needs it (or completely tax free with Roth) ​​ ​I wish you the best for 2026 and thanks again for your support in 2025. Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In January, my goal is to help 25 people without a financial background to master investing through Investing Accelerator. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals. Here's a step by step guide on how to join Investing Accelerator for free: https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get target 30% per year. During the call, we will map out exactly how you can achieve target 30%, what you are lacking, how you can improve.
6 likes • Jan 1
Happy New Year Everyone.
1-4 of 4
Pankaj Patel
3
39points to level up
@pankaj-patel-7636
Learning to invest and make monthly passive income.

Active 7d ago
Joined May 17, 2024
Powered by