What You Get & Don’t?
[Free] Weekly Newsletter - Alpha Coverage - A digest of thesis changing financial news each week.
[Free] Market Commentary - Looking at markets more broadly.
[Free] Education: I’ve learned how to make money in the markets on my own and I want to share everything I have learned for free for anyone who is willing to put in the effort to learn.
[Paid] Opinion Pieces/Research: Every once in a while, I get inspired and see a compelling opportunity that I will share.
[Paid] Trading Alerts: In the moment buy and sell alerts.
[Paid] Retirement: In this section, I share what I’m doing with my retirement portfolio.
[Not Included in WealthWise Subscription] WealthWise Volatility: WealthWise Volatility is a sister publication of WealthWise were I share my most successful strategy which has returned a 136% annually since May 12th 2022 and a total return of 284.74% since May 12th 2022.
Why subscribe?
I don’t write particularly well but you don’t need to be great at writing to make money in the stock market.
Since I started this Substack on March 29th, 2023 my portfolio has delivered an average annualized return of 55% as of July 21st, 2024. During the same time period $SPY has returned an average annualized return of 29.54%.
Full Q3 Performance Report - July 22nd, 2024
I spend hours every day reading news, listening to news, listening to podcasts, reading article, analyzing stocks, sometimes I literally sit down for hours and just think about how a business or industry might shape the future.
The best part is, I do it for fun. I genuinely enjoy the process.
I am also keenly aware that not everyone has that much time or interest but everyone wants to make more money. So I do my best to share what I learn with others in a digestible manner, so that you know about the markets as much as I do, almost :)
I started doing this with a small group of friends and am now expanding to more people, so we can all learn more about finance and get to financial independence sooner.
My background is advising businesses on Marketing Strategy for a decade at Google in Mountain View, California. My job helped needed me to identify winners and losers and so I got good at it. In due corse, I will share my story too.
As mentioned earlier, I am doing this because I really really enjoy it, which allows me to pour hours into my research which shows up in my returns.
WealthWise is available on Instagram X & TikTok where the primary focus is news. On YouTube, I publish news as well as Wall Street Research. I also recently started publishing WealthWise’s proprietary research on YouTube.
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Socials:
Industries I Am Watching Closely
Climate Change
Energy Transition
Microchips/Semiconductors
Cyber Security
Robotics
AI
Digitalization of the world
Battery tech
Biotech
Quantum computing
Freelancing (Gig/Share economy)
Space
Genomics
ETFs
Business
Marketing
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