For the past 4-5 years, I have been on a journey to develop a comprehensive set of portfolio programs and strategies that fit my worldview and also reflect what I believe the likely probabilities are for the coming decade. I’ve often said this coming decade represents a great opportunity but also serious risk. How do we capture that in a portfolio?
Quite simply, one ingredient at a time. I have put together an all-star team of portfolio managers and strategists, working deeply into my own contact list to broaden the potential investment targets, while at the same time trying to avoid the problems that come with being either too big or too small. I think I’ve done it. Or more correctly I should say we have done it. (Well, at least to my satisfaction. You will have to make your own assessment.)
The bond market is a broken asset class. However, there are alternatives such as well collateralized short-term private credit yielding in the mid to high single digits. There are more opportunities if you are an accredited investor (worth more than $1 million) and there are opportunities for smaller investors as well. I like high dividend stocks and trading strategies as a complement to short-term private credit and together they provide diversification with the return-to-risk characteristics bonds used to provide portfolios when yields were much higher. We are playing an entirely different game.
We ask that you provide some basic information in the following form. Once you hit submit, the “What’s in Your (Investment) Kitchen” report will appear on your screen along with a link to a short video I did with my partners Steve Blumenthal and Kevin Malone titled, “Investing When 60/40 is Broken.” I hope you find it informative. Please know that the privacy of your personal information is of utmost importance to me/us as I know it is to you. Also, if you feel inclined, please feel free to leave me a short note.
Thank you for your interest.
Your looking forward to you seeing what’s in my investment kitchen analyst,
John Mauldin
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Disclosures of AlphaCore Capital LLC
AlphaCore is an investment adviser registered with the Securities and Exchange Commission. AlphaCore has entered into a referral agreement with CMG Capital Management Group, Inc., an SEC registered investment adviser (hereinafter “Solicitor”). Through John F. Mauldin, an independent contractor and investment adviser representative of CMG, CMG currently serves as an unaffiliated solicitor for AlphaCore Capital LLC (hereinafter “Adviser”). In the event that you, the referred client, as a result of Solicitor’s introduction, engage Adviser to provide investment advisory services, Solicitor shall qualify to receive from Adviser an ongoing referral fee up to thirty-five percent (35%) of Adviser’s investment advisory fee. (However, a referral fee shall not be applied to investment advisory fees received by Adviser from any allocation in your account to a CMG strategy, model, fund, or investment program.) A referred investor may or may not elect to engage AlphaCore for its advisory services, and AlphaCore provides investment advice only within the context of our written advisory agreement with each AlphaCore client, and therefore this material is not intended to be relied upon as a forecast or investment advice, and does not constitute a recommendation, offer, or solicitation for any specific security or any specific investment strategy. Please note John Mauldin is also a client of AlphaCore. You understand and acknowledge that Solicitor does not give, and has not given, investment-related advice on behalf of AlphaCore.
Solicitor’s referral fee from Adviser shall be paid solely from Adviser’s standard investment advisory fee and shall not result in any additional charge to you (i.e., if you were to engage the services of Adviser independent of Solicitor’s introduction).
Click here to see AlphaCore’s Form ADV Part 2 and its Client Relationship Summary for more information on AlphaCore. Alternatively, you may call AlphaCore at (858) 875-4100 or email compliance@alphacorewealth.com to request electronic or a hard copy version be sent to you.
Disclosures of Martello Investments, LLC
Martello Investments, LLC is an investment adviser registered with the Commonwealth of Virginia. Martello has entered into a referral agreement with CMG Capital Management Group, Inc., an SEC registered investment adviser (hereinafter “Solicitor”). Through John F. Mauldin, an independent contractor and investment adviser representative of CMG, CMG currently serves as an unaffiliated solicitor for Martello. In the event that you, the referred investor, as a result of Solicitor’s introduction, engage Martello to provide investment advisory services, Solicitor shall qualify to receive from Martello an ongoing referral fee up to thirty-five percent (35%) of Martello’s investment advisory fee. (However, a referral fee shall not be applied to investment advisory fees received by Martello from any allocation in your account to a CMG strategy, model, fund, or investment program.) A referred investor may or may not elect to engage Martello for its advisory services, and Martello provides investment advice only within the context of our written advisory agreement with each Martello client, and therefore this material is not intended to be relied upon as a forecast or investment advice, and does not constitute a recommendation, offer, or solicitation for any specific security or any specific investment strategy. You understand and acknowledge that Solicitor does not give, and has not given, investment-related advice on behalf of Martello.
Solicitor’s referral fee from Martello shall be paid solely from Martello’s standard investment advisory fee and shall not result in any additional charge to you (i.e., if you were to engage the services of Martello independent of Solicitor’s introduction).
Click here to see Martello’s Form ADV Part 2 for more information on Martello Investments, LLC. Alternatively, you may call Martello at (757) 337-3599 or email info@martelloinvestments.com to request electronic or a hard copy version be sent to you.