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The Wealth Portfolio

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A brief description of how our signature investment strategy works.

Published in: Economy & Finance
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The Wealth Portfolio

  1. 1. Wilson Wealth
  2. 2. • Wilson Wealth helps investors build wealth in the stock market by investing differently. • We do this with The Wealth Portfolio. • The Wealth Portfolio is an investment strategy that builds wealth by multiplying the daily return of the S&P 500 index. Here’s how it works. Hello!
  3. 3. How it works • The Wealth Portfolio helps investors build wealth by using funds that deliver up to 3X the daily return of the S&P 500 index. Proshares and Direxion Funds are not affiliated with Wilson Wealth Management Group, LLC.
  4. 4. How it works • The funds used in The Wealth Portfolio produce these returns by owning the stocks in the S&P 500 index and using trading agreements such as swaps to magnify exposure to the stocks in the index. + = Swap Agreements Magnified Index ExposureStocks in the S&P 500 Index
  5. 5. S&P 500 The Wealth Portfolio* *Before fees and expenses. For illustrative purposes only; not representative of an actual investment. How it works If the S&P 500 returns 1% that day, the funds in the Wealth Portfolio will return up to 3%. Conversely if the S&P 500 returns a -1% that day, the Wealth Portfolio will return up to -3%. -1% -3% S&P 500 The Wealth Portfolio* -1% 3%
  6. 6. How it works Rising markets will lead to outsized returns in the Wealth Portfolio sometimes in excess of 3X the calendar year return of the underlying index. Conversely falling markets will lead to outsized losses in The Wealth Portfolio sometimes in excess of 3X the calendar year return of the underlying index. The advisors of Wilson Wealth adjust the portfolio’s level of investment in these funds to find the optimum level of exposure during rising and falling markets. The goal being to minimize losses beyond a given threshold.
  7. 7. How it Works • Here are links to some of the funds used in The Wealth Portfolio: – ProShares UltraPro S&P500 seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the S&P 500®. – ProShares UltraPro Dow30 seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the Dow Jones Industrial AverageSM.
  8. 8. How it works • The Wealth Portfolio operates a lot differently than most investor portfolios. It is designed to multiply daily returns of the S&P 500 index where as most portfolios seek to match or arbitrarily outperform the S&P 500. • If you are an investor seeking to build wealth by investing differently then you should consider using The Wealth Portfolio.
  9. 9. Get Started Today! • Call: 704.222.4162 • Email: maurice@wilsonwealth.com

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