👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office.
Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.
You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.
👉 In just one session, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
When? 📆 Sunday, July 12th
I Ranked Every Income Investment, Best to Worst — One Popular Pick Got an F
Most income advice gets one thing backwards: it ranks investments as if there’s a single right answer for everyone. There isn’t.
So I did something different. I took every income vehicle worth knowing — annuities, covered call ETFs, private credit, REITs, syndications, BDCs, muni bonds, the ones your advisor pitches and the ones they’ve never mentioned — and I graded all of them, S through F.
But here’s the catch that changes everything: I graded them for one specific investor. $5 million, five years from drawing income, comfortable in private markets. Change that investor, and some of these grades flip completely. One of the most popular income products on the market earns a flat F. And a vehicle most people have never had pitched to them lands at the very top.
I’ll show you exactly why — and the five dimensions of diversification almost everyone gets wrong, even with a dozen positions.
Watch the full ranking, then build your own. Let’s keep building.
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Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.
