FAQ

1.  Does this really work?

As with any and all investments in the stock market there are absolutely no guarantees offered with this strategy.  

But here is the real question:  "Do you currently have a plan in place to build a million dollar portfolio in 10 years or less?" 

More than likely you do not.  It's very hard to make your first million in an expedient manner without the use of leverage.  Compare it to your first home.  Most banks allow you to put a down payment on your house and pay the rest over time.  During that time they will let you live in the house as if you own it. 

Now if you had to save for that house and then move in, you'd probably need 10 years just to accumulate $100,000 for a modest house.  Sounds crazy right?  Nobody would get a house under these circumstances.  So banks allowed you to leverage your credit standing, your income history, and your potential earnings to get a loan for the house. 

Without a home loan you'd be buying your first home in your mid 30s or early 40s.  Same goes for that car you are driving and that college degree hanging on your wall.

You need leverage to make many of the big purchases in your life.  Why not use it to make your first million?

2.  What are leveraged ETFs?

Leveraged ETFs are exchange traded funds designed to increase the exposure an investor’s money has to a particular stock market index such as the S&P 500 or NASDAQ.

For example: If an investor places $1,000 in the ProShares S&P 500 triple leveraged ETF (UPRO), then he has 300% exposure to the S&P 500. As such if the S&P 500 goes up 1% on a given day, then the investor will experience a 3% gain in his investment. Conversely if the S&P 500 decreases 1%, the investor will endure a 3% loss.

Leveraged ETFs use special financial agreements such as swaps and index futures to create increased exposure to an underlying stock market index.

Maurice Wilson provides valuable insight and information about leveraged ETFs on his blog:  Leveraged ETF Expert.

3.  How much money do I need to start?

The strategy is designed to deliver a 25% annual return.  When you invest $25,000 per year earning 25% per year you accumulate a million dollars in 10 years.  If you invest more than $25,000 or earn more than 25% you could get to a million in less than 10 years. 

4.  Who's your ideal client?

Our ideal client doesn't fit neatly into one category, but we've found that they tend to be successful and success leaves clues.  Things we are looking for in future clients are:

• A history of accomplishment in academics, business, sports, community service, etc. 
• A bit of creativity and risk taking
• A spirit of exploration and adventure
• A refusal to accept life as is, but rather as they shape it to be