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10.4K
Subscribers
2.39K
Average views
across 15 recent videos
23%
Reach quality
of subscribers watch, on average
Above typical for nano-sized channels
Well above the nano median — this audience watches far more than most nano-sized channels.
1.44M
Total views
593
Videos
2026-10-06
Data updated
15-video sample
About
No hype and research focused investor I truly believe that 95% of all retail investors will not outperform the the market and should not invest in individual stocks. This channel is for the 5% that has the capability and willingness to supplement their portfolios with individual stock selection under the watchful eye of their investment advisors. My personal portfolio includes the following: - Passive portfolio with Index Tracking ETFs (This is the only portfolio that most need) - Income portfolio - Equity portfolio (this includes options opportunities) - Real Estate (income generating) - High net worth opportunities (includes farmland, private debt etc.) Education & Experience: - Executive level public company corporate finance professional (Current) - Sell side equity research (power/utilities/midstream) - CPA (Big 4) - MBA (Finance) - BBA (Accounting and Finance)