Welcome back, scholars. I wanted to get this topic started. Unfortunately, the Republicans won Congress & the Oval Office but as we go on, we must realize every presidency adds more wealth into the pockets of me as the market is heavily involved in politics. With that being said, here's my investment plan & as a resident of West Hollywood, California, Detroit, Michigan and Greenwich Village, Manhattan, New York, let's cover I'll be putting my already large wealth in overdrive. Let's start with ETF's.
1. Technology Sector ETFs
- Invesco QQQ Trust (QQQ): Tracks the Nasdaq-100 Index, focusing on tech giants.
- Technology Select Sector SPDR Fund (XLK): Provides exposure to the technology sector of the S&P 500.
2. Dividend ETFs
- Vanguard Dividend Appreciation ETF (VIG): Focuses on companies with a strong track record of increasing dividends.
- Schwab U.S. Dividend Equity ETF (SCHD): Targets high-dividend-yielding U.S. stocks.
3. International ETFs
- iShares MSCI Emerging Markets ETF (EEM): Provides exposure to emerging market economies.
- Vanguard FTSE Developed Markets ETF (VEA): Focuses on developed markets outside the U.S.
4. Bond ETFs
- iShares Core U.S. Aggregate Bond ETF (AGG): Offers broad exposure to U.S. investment-grade bonds.
- Vanguard Total Bond Market ETF (BND): Tracks the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.
1. S&P 500 Index Fund
Allocate $15 million to this category for broad market exposure:
- Vanguard S&P 500 ETF (VOO)
- SPDR S&P 500 ETF Trust (SPY)
2. Medical Sector
Allocate $10 million to this category for stability and growth:
- Johnson & Johnson (JNJ)
- Pfizer Inc. (PFE)
- UnitedHealth Group Incorporated (UNH)
- AbbVie Inc. (ABBV)
3. Defense Sector
Allocate $10 million to this category for resilience and government contracts:
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Raytheon Technologies Corporation (RTX)
4. Semiconductor Sector
Allocate $10 million to this category for high growth potential:
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices, Inc. (AMD)
- Intel Corporation (INTC)
- Taiwan Semiconductor Manufacturing Company (TSM)
5. Agriculture Sector
Allocate $10 million to this category for stability and growth:
- Deere & Company (DE)
- Archer-Daniels-Midland Company (ADM)
- Corteva, Inc. (CTVA)
6. Architecture Sector
Allocate $10 million to this category for steady returns:
- AECOM (ACM)
- Jacobs Engineering Group Inc. (J)
- Fluor Corporation (FLR)
7. Artificial Intelligence (AI) Sector
Allocate $10 million to this category for significant potential:
- Alphabet Inc. (GOOGL)
- Monday.com (MNDY)
- Tesla (TSLA)
- ServiceNow (NOW)
8. Petroleum Sector
Allocate $10 million to this category for high dividends and stability:
- Exxon Mobil Corporation (XOM)
- Chevron Corporation (CVX)
- Royal Dutch Shell plc (RDS.A)
9. Real Estate Portfolio
Allocate $10 million to this category for steady income and appreciation:
- Residential Real Estate: $5 million in high-demand cities like New York City, Detroit, Los Angeles, and Miami.
- Commercial Real Estate: $3 million in office buildings and retail spaces in San Francisco, Newark, Concord and Chicago.
- REITs: $2 million in Vanguard Real Estate ETF (VNQ) and Realty Income Corporation (O).
10. American Family Care Franchises
Allocate $5 million to expand franchises, focusing on high-growth areas.
11. Commodity Investments
Allocate $10 million to this category for diversification and potential high returns:
- Gold: $3 million in SPDR Gold Shares (GLD)
- Oil: $3 million in United States Oil Fund (USO)
- Agricultural Commodities: $2 million in Invesco DB Agriculture Fund (DBA)
- Industrial Metals: $2 million in iShares MSCI Global Metals & Mining Producers ETF (PICK)
12. Space Investments
Allocate $5 million in expanding my outreach and potential:
- Virgin Galactic (SPCE)
- Baidu Inc. (BIDU)
- Rocket Lab USA Inc. (RKLB)
- Intuitive Machines (LUNR)
13. Creating a 80 acre garden
In honor of my ancestors with 40 acres, I will have more acreage but 80 acres growing a garden of fruits, vegetables and herbs & selling a certain percentage of them to markets to keep agriculture and actual whole foods in your grocery stores. Being the son of a Minnesotan, agriculture is very important to me.
Minimum, this portfolio will bring in over $3M in dividends annually so I won't have to be concerned about selling the stock when I can invest continuously into the market and get paid plus a ROI with Elon Musk's business ideas being uncontested in the White House which will add to the market.
I aim to skyrocket my net worth & get closer to billionaire status to:
- Build a Legacy: Ensure long-term financial security for future generations.
- Expand Philanthropy: Increase contributions to charitable causes and community projects.
- Business Growth: Provide capital for expanding business ventures and exploring new opportunities.
-Achieve Financial Independence: Pursue personal and professional goals without financial constraints.
- Boost the economy: Not only exploring opportunities but giving jobs to others nationally.
Lastly, let's get into franchises:
Food and Beverage
- McDonald’s
- Del Taco
- Taco Bell
- Penn Station
- Subway
- Charley’s
- IHOP
- Arby’s
- Chili's
- Haagen-Daaz
- Chick-fil-A
- Ruth’s Chris
- Crumbl Cookies
- Wienerschnitzel
- Fleming's
- Colton's
- Mooyah
- Cinnaholic
Fitness and Health:
- Gold’s Gym
- UFC Gym
- Workout Anytime
- D1 Training
- American Family Care
- Powerhouse Gym
Retail and Services:
- ServPro
- T-Mobile
- UPS
- RE/MAX
- Face Foundrie
- Snap-On
Hospitality:
- Marriott
Professional:
- Express Employment Professionals
- Brightway Insurance
- Charles Schwab
- Jackson-Hewitt
- LA Insurance
- American Business Systems
With that being said to my current millionaires aiming for billionaire status or the ones looking for an opportunity to make 6 figures, this is an inside look into what I'm adding to my portfolio which is already lucrative with a financial base of Vanguard, BlackRock, State Street, Morgan Stanley, JPMorgan Chase, Goldman Sachs, United Health Care, Chevron, NVIDIA, Alphabet, Meta, Apple, Lockheed Martin, Toyota, Coca Cola, IIPR, American Express, BlackStone, Simon Tesla, Monday.com, ServiceNow & Walmart. Thanks for viewing!