Investment Portfolio Update - April 2023
Preparing for carnage
(Listen to audio version of me reading👆)
Preparing for carnage
All we have done at “The Reset” is get prepared for the inevitable demise of the Roman Empire.
The Empire who helped kill the messiah, which we witnessed this past month (Happy Easter to you), only to have truth come back and win over evil…
A similar human event will take place with truth on Earth moving forward.
The fiat lie that has swept over the Earth the last 100 years with the popularization of communism will begin to crumble spectacularly.
Banks, politicians, governments, nation states, criminals, war mongers, groomers, pedophiles, etc., all getting exposed like cockroaches in light.
Nayib Bukele calling out the USA for their hypocrisy, banks failing for making terrible decisions and governments and their currencies failing because they were only designed to enrich a few and hold their power at the top.
Why can we guarantee the truth will only speed up and take down these centralized control structures?
Decentralized money, energy, and social media that cannot be censored or stopped: Bitcoin, Nostr, Zion, Ghost, Start 9, Small Modular Nuclear Reactors, Thorium, Fusion/Fission, memers taking on “elites” directly, etc..
The legacy power structures are falling and WE WILL SEE CRAZIER THINGS HAPPEN AS THE “DROWNING MAN IN THE WATER” LOSES ITS POWER.
The unproductive class will do whatever they can to try and salvage their last vestiges of power and they will make it sound like the world will end unless you let them keep their power.
Don’t believe a second of it. The abundance and freedom we will all have on the backside of this will be humanity-changing on an order humans have NEVER seen.
Free and abundant energy, censorship-resistant communication and money that is for the people and cannot be controlled by those at the top.
Buckle up because this decade will be for the record books but there will be bumps along the way because of the unproductive class.
This is why we prepare for chaos and hope for the best.
Bitcoin (NOT “crypto”)
The price of bitcoin has almost doubled since the turn of the calendar.
Our net worth has gone up significantly in the past month and you can see some evidence in the pie charts above.
That says more about the collapse of the system, the dollar, banks, and confidence in the house of cards the government is playing.
Remember this is the alternative and what they are prepared to do to you if you save in the dollar or any other fiat:
We have about ~33% in bitcoin.
**I expect bitcoin to become majority of my portfolio again in the next few years as it increases in value.**
Real estate (positive cash flowing rental real estate)
Last refinance is moving along finally because tenant is out. They left the place trashed after not paying any rent over last 9 months.
I may sell this property, refinance, or do some type of 1031 or seller finance to not trigger a taxable event.
Still want to get in to real estate? Haha.
As you can see, this is why I am still debating whether to get rid of the SFR rentals and take my chips off table and get in to bitcoin with the real estate cash.
I will mainly focus on multifamily apartments and storage in the future because of the economies of scale.
We have about ~31% in rental real estate.
**Remember that the dollar is debt. Real estate like bonds over last 40 years has become more expensive and produces less yield if you don’t buy properly.**
Commodities (gold, silver, oil wells, uranium, copper, wheat, corn, etc..)
Primary assets with no counter party where you control your wealth is never a bad bet plus can provide a lot of cashflow and hedging to protect yourself.
Control is a MASSIVE characteristic smart investors look for in their investments.
Central banks went on gold buying spree last 10 years, which bodes well for holders.
We have about ~16% in commodities and physical gold/silver.
Paper (stocks/bonds/IRA/etc.)
Same as last month…I don’t have much in here and don’t plan to until “phase 2” kicks off once stocks are undervalued.
I like buying when there is blood in the streets. Then you can pick up great rental real estate and dividend value stocks at great prices that throw off great cash flow.
Remember, we make money when we buy.
I also like to buy things I know a lot about (Bitcoin, real estate, gold/silver). I am still studying and learning and taking courses on stocks and selling options etc.. Not ready yet.
Paper and real estate are bound to plunge or have an invisible crash against other assets (see chart below.)
Please see prior couple monthly investment letters to check more on what
”phase 2” means.
We have about ~2% in paper.
***Special tip: watch the credit market (bonds) especially the 10 year treasury, to see where the markets are going to go. That tells us where the stock and rest of markets will go.
Cash/Businesses
Patiently building and growing your education while stacking cash and waiting to see what will play out.
Sitting on dry powder is SO important right now to stay nimble.
Cash on hand is also good in case our long term view of inflation is wrong. If we experience massive deflation, and the dollar increasing in strength (DXY), then we will be able to use the dry powder (cash) to buy many more assets as well.
Crashes take usually 2-3 years to play out and fully bottom.
We have about ~18% in cash.
Conclusion
Banks collapsing and government trying to choke off crypto and scare people (Operation Chokepoint 2.0)
Which they should because “crypto” is trash. Bitcoin is NOT “crypto” and “crypto” is NOT bitcoin.
Bitcoin is the new peaceful American Revolution.
Only took 3% of the population to rise up and defeat the British.
Few understand, still.
Get prepared and have assets outside the control of another party.
Bitcoin, gold, silver, guns, ammo, security, water, food storage, land, and most important building a community of like-minded people.
Get on the mission and protect yourself from the 4th Turning.
Stay strong,
Brandon
I am always a student. I am no expert. This is never financial advice, but only what I’m doing and what I see.
Afterword
Freedom advice, not financial advice.
My newsletter is based off of 20+ years of historical, political, and monetary study plus my experiences in investing.
I spent the first 10 years studying politics and history.
The last 10 years I have studied monetary, fiscal history and policy, along with investing through what I call our “family office.”
In that time I have 15’xed our net worth through contrarian views and watching what people do, not what they say.
I always mention to anyone that will listen: you must know the financial and money games for ANY of the political side to make any sense.
If you like freedom and can’t stand politics and bridges to nowhere, racial polarization, division, hate, looting, and all the moral decay in society than you might just be a bitcoiner.
To fix all these problems we have a solution where you cannot be racketeered by governments anymore through inflation.
“Bitcoin fixes this.”
You don’t need a lot, just a couple percent is a vote for freedom and could change the world forever.
I ONLY want to trade my finite time for finite assets.
Not trade my finite time for infinite pieces of paper/digits on a computer.
MAKE AN EQUAL TRADE FOR YOURSELF.