
Explore expert asset allocation to build and maintain wealth, with practical steps for constructing a model, detailing each asset class, and using screen casts and a downloadable spreadsheet.
How to construct and implement an asset allocation model.
Explore a real-world asset allocation model in a detailed spreadsheet screencast, covering cash, precious metals, real estate, stocks and Bitcoin with live screen casts.
How to integrate cash into your asset allocation model.
Discover how precious metals like gold and silver act as money and hedges against fiat and inflation, with no counterparty risk and storage in a home safe or offshore vault.
How to integrate precious metals - gold and silver - into your asset allocation model.
How to purchase precious metals through JM Bullion.
How to store precious metals overseas through Hard Assets Alliance.
How to integrate real estate into your asset allocation model with proper financing.
How to integrate stocks into your asset allocation model utilizing proper risk management techniques.
Learn to manage an equity portfolio with a stocks spreadsheet tracker, using trailing stops, cost basis, position size, gains and losses, and currency conversion for U.S. and Canadian stocks.
How to trade stocks on T.D. Ameritrade.
How to trade stocks on Interactive Brokers.
Recognize that bonds are not inherently ultra conservative; inflation and default risk exist, while high-quality bonds bought at a discount during credit-market busts can pay coupons and principal.
How to analyze and integrate bonds into your asset portfolio
How to integrate Bitcoin into your asset allocation model using security good practices.
A screencast walkthrough demonstrating how to acquire and use bitcoins.
Bitcoin is a disruptive technology that must prove itself on legacy infrastructure. It starts awkwardly, evolves with adoption, and becomes a peer-to-peer payment network with no intermediaries.
Explain how bitcoin mining uses proof of work to validate transactions on the blockchain, securing a decentralized network through the longest-chain consensus. Incentives reward mining to secure the network.
Discover bitcoin mining economics from a solar-powered ant miner S9 setup with strong roic, and cloud mining via gigawatt democratizing access through tokens and energy considerations.
Bitcoin's fixed supply and halving schedule create built-in monetary policy, driving scarcity and potential price pressure as demand grows; institutional money and real-world use cases fuel adoption and asset allocation.
Explore how bitcoin and blockchain secure decentralized networks, explain forks and custody, contrast open-source bitcoin with centralized blockchains, and highlight user-friendly wallets and crypto custody.
Learn how to profit in bear markets through short selling, hedging with inverse ETFs, and timing strategies that offset core portfolio losses during tech and financials downturns.
Options reduce risk and hedge portfolios; learn call and put rights on 100 shares, five components—underlying stock, number of contracts, expiration date, strike price, premium—and prudent sizing.
Learn to trade options like stocks with limit orders, classify calls and puts as in, at, or out of the money, and pursue safe income via options after broker approval.
Sell covered calls on stable blue-chip stocks to generate steady income. Choose two to four month expirations with strikes slightly above current prices, and assess annualized returns.
Learn to sell a covered call on Royal Gold using the Interactive Brokers platform, with 100 shares at a sixty dollar strike and a four dollars and fifteen cents premium.
Sell naked puts on high quality blue chip stocks to collect premiums, accepting potential assignment, and pair with covered calls to build a dividend-earning portfolio.
Learn how to sell naked put options on Royal Gold using a limit order, collect a 4.40 premium per share, and commit to buying 100 shares at 57.50 if exercised.
Apply expert asset allocation to bulletproof personal finance and translate course insights into practical strategies. Recognize that examples are for information purposes only and adapt guidance to your unique situation.
***Now with over 50% more course content. Get explosive information on market strategies... options... Bitcoin... and more, all for the same price.
Throughout the developed world there is an invisible glass ceiling above the middle-class... Keeping average people from getting ahead.
Mortgage debt... Auto debt... Credit card debt... Student loan debt... Rising costs of living... Exploding health care costs... Stagnant wages... Artificially low interest rates... Globalization... Automation... Robotics... Artificial intelligence...
It all conspires to keep the glass ceiling just overhead.
But there is a way out. Financial independence is more possible than ever in the Information Age.
You won't shatter the glass ceiling playing their game, however. To achieve financial freedom, you need a new game... a new set of rules.
You need a new perspective.
Simply contributing to a 401(k) or buying a basket of mutual funds just isn't going to cut it. Not in today's world.
You see, most of the conventional wisdom is dangerous when it comes to personal finance. There may be nuggets of truth in the mainstream messages... But they approach finance as if it were a static institution.
They do not explore money and monetary history. They do not analyze macroeconomic trends. They certainly don't cover the intricacies of the capital markets with central bank interventions.
Most conventional sources still parrot the same message:
Buy term and invest the difference... earn 6-8% a year in low-fee mutual funds... stop buying lattes... retire rich.
It sounds nice. And it sells books. But it doesn't work.
For one, you can’t earn 6-8% a year in mutual funds anymore. You will be lucky to break even. And you may even lose your shirt if you own the wrong assets.
And saving $5 a day by dropping Starbucks amounts to a whopping $1,825 per year. Do that for twenty years and you'll have $36,500... Which won't even fund one year of retirement.
You see, generalizations are deadly in the world of finance. There are just too many moving pieces.
You need a targeted investment strategy if you want to shatter the glass ceiling and achieve financial freedom.
At Bulletproof Personal Finance, there are two layers to this...
First, we want to spread our capital across a number of asset classes according to a targeted allocation ratio. Think of these asset classes as "buckets".
Cash... Precious Metals... Real Estate... Stocks... Bonds... and Bitcoin - we want to build strategic exposure to each asset class.
And this course will cover everything you need to know to build your own asset allocation model.
Next, we want to employ the best strategies within each asset class. We want to fill our buckets with strategic investments according to the financial climate.
That's where our advanced strategies come in. This course series presents strategies that will succeed in both bull markets and bear markets.
So, we want to build a strategic outer layer of asset buckets. Then we want to hone in on targeted investments to put into those buckets.
In his book titled Antifragile: Things That Gain From Disorder, Nassim Taleb defined antifragility as: the ability to benefit from shocks; the ability to thrive and grow when exposed to volatility, randomness, disorder, and stressors.
Our two-layer approach is all about building antifragility.
We want to build an asset portfolio that will protect our capital... benefit from existing macroeconomic trends... and generate big returns with a few key investments.
The goal is to gain financial independence - the ability to choose our own course regardless of what life throws at us.
And that means we need to be able to thrive as the world around us changes. After all, this universe is irrefutably marked by change and paradox. Nothing stays the same forever.
Bulletproof Personal Finance accounts for this with our two-layer strategy. The outer layer is all about fundamentals. The inner layer is all aboutdynamic strategies that work in any market and economic climate.
But it all starts with the fundamental principles.