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Mallory

Real wealth is having options. Here's everything I've built to help

 the clarity you've been needing 🤝 ETF Insight

the clarity you've been needing 🤝 ETF Insight

every single day

every single year

every single decade

looks different in the market

🧠why should you care

you might be wondering why shouldn't I own all NVDA if that went up by 482,500% 🚀

does this sound familiar?..."investors aggressively bought shares of virtually any company with a .com or .net designation, pushing the tech-heavy Nasdaq to surge nearly sixfold" bc I think it sounds a lot like what is going on now with ai.

here's what i'm not saying...i'm not saying not to own ai bc if you don't you will likely miss out on some of the largest wealth building opportunities of this generation. BUT I am saying understanding where your money is sitting under all those etfs & index funds matters when we see another downturn (which according to history is unavoidable👀)

this is what some of the market losses looked like during the .com bubble 🫧

🚨it should scare you a little

but its not your fault no one tells you how etfs work and what companies you are exposed to when buying them. the part people definitely don't tell you is there are only so many publicly traded companies, so most etfs are just different ways of grouping these same companies together OVER & OVER again.

if it were me I would want to know not just hope.

💡but not everything goes down (or up) together

✔ during the .com crash energy was up 15% while technology was down 77%

✔ during the 2022 rate hike cycle energy way up 65% while communication service was down 39%

💸 what you get

  • an app built by me (a CFP® professional) with a dashboard even my non-finance friends understand

  • drag and drop a screenshot of your portfolio or enter it in yourself if you're hands on like that (no 3rd party links)

  • ability to save & add to your portfolio so you can test new investment ideas

  • I'll tell you how much of your portfolio is overlapping (kinda like if you order a vanilla ice cream🍦 and you get it with a cone & in a cup & in a milkshake ITS STILL vanilla ice cream) stocks are the ice cream the etfs/funds are the delivery method

  • so many more portfolio insights like fees in plain English, income by investment, your sector breakdown (are you in all tech or do you have a good mix)...etc.

  • and a few other reports curated by me for you in a way you can understand

I used "insight" in the name because the opposite of insight is hoping & I dont want you to just hope for your financial future I want you to control it.

btw you can skip the name & email below and just click "try it for free" or fill it out if you want updates + the occasional money tip from me 😃

we have 60+ subscribers in less than 4 months