I put my money where my mouth is. So I gave our investment strategy away for free.
I believe knowledge should be free, and you should only pay for execution and accountability.
But I’ve never been presented with an opportunity to REALLY walk that walk… until now.
A new member asked me to hand over our investment playbook to use on their own.
To be clear, our investment strategy is Financial Zen’s intellectual property. It represents 17 years of experience, research, testing, iterating, and retesting.
(Not to mention about $50k/year spent on portfolio fintech.)
Point being, it’s not ChatGPT-generated.
But I said, “Sure.”
My team thought I was nuts.
My wife thought I was nuts.
My industry colleagues REALLY thought I was nuts.
“That’s your IP, dude! What are you thinking!?!” was the general reaction.
But I’m a man of my beliefs, so walking the walk wasn’t even a decision.
I handed over our investment playbook for free.
My point?
We don’t just talk about breaking industry norms and serving our members in completely unorthodox ways because it benefits them.
We actually do it.
P.S. Before you email me asking for the playbook, you should know that I’m recording a video that will show you what you would need to do – every trading day – in order to get the same investment results that we charge a measly 0.25% for.
I estimate it will take an hour every trading day (~250 trading days/year) to do manually.
(And you better LOOOOVE spreadsheets.)
Stay tuned!
I’m kinda excited for this little experiment.
