Premium Research: Build a Global Portfolio Copy

Learn How to Generate Growth and Income
from Opportunities Beyond the Radar

Welcome to our Premium Research Service.

Last financial year, our Inner Circle Portfolio generated $51,939 in dividends.

As of 5 May 2021, our top 3 stocks both closed and under monitoring have returned 262% over 7 months, 118% in 13 months, and 111% in 20 months.

Are you missing something in your investing?

A global strategy can offer you true diversification. While providing diverse income sources and strong potential growth.

⭐⭐⭐⭐⭐ ‘I’ve been a member since the beginning and had many successful investments via your recommendations.’ — Bruce E.

⭐⭐⭐⭐⭐ ‘When it comes to investing, I can vouch for Simon Angelo / John Ling. They’re legends.’ — Luke H.

⭐⭐⭐⭐⭐ ‘This research has definitely given me the confidence to invest globally.’ – Fraser M.

⭐⭐⭐⭐⭐ ‘This really connects you to a diversity of available opportunities.’ – David M.

Now, not all our positions are speculative or achieve these types of returns…

It’s true — you do need to take on more risk to generate these sorts of big gains. A robust portfolio can include a few speculative picks along with a mainstay of great income and growth businesses.

And this is where you get the best of both worlds with Lifetime Wealth Investor…

• In March 2020, Simon spotted an Australasian property company. The share price discounted the assets (land and buildings) by up to 40%. By May 2021, this company showed a 118% return for subscribers. It’s also on track to yield 5% in annual dividends.

• He used the same strategy to find a European investment trust. Delivering a return of 27% over a 7-month period, with a dividend yield of 5.6%.

• He also recommended a pharmaceutical company. With a key blockbuster drug, delivering 26% over a 7-month period with steady dividends around 4%.

• Right now, Simon’s recommending a rising technology business with 5G, AI and IoT application. As of 5 May 2021, it’s showing returns of 51% over 8 months, with dividends still to come. We think it could go further and explain why in our research.

Do remember: past performance does not guarantee future performance.

But, simply, if you want to discover what could be the best businesses to invest in, Lifetime Wealth Investor can help you build a robust portfolio.

Simon and his team put hours of work in each week. Searching for, analysing, and monitoring opportunities. They travel, search, probe, and ask the hard questions.

They seek to provide the best investment research and strategy available anywhere. The same research they use to build and manage portfolios for Wholesale Investors.

So, this is your invitation to join our Inner Circle. And learn how to build a global stock portfolio that could help you make work optional.

Now, if you’d like to take advantage of this opportunity, here’s what you’ll receive:

How to Get Started with Lifetime Wealth Investor

Our subscriptions provide great value. The strategy could enable investors to pay for their subscription. Many times over.

As soon as you join, you’ll receive full access to our recommendations and strategy:

• Weekly Strategy Updates — Buy, hold, or sell…and why. We’ll help you build your Lifetime Wealth portfolio step by step. Online and delivered fresh to your inbox every Wednesday.

• Stock Alerts — Something happening with one of our positions? Opportunity to top-up or time to get out? Dividend just paid? We’ll shoot that to your inbox. So you’re always in the know on the positions in your portfolio.

• Live Portfolio Online — Our recommended portfolio (as of 5 May 2021) is sitting on your encrypted, members-only site. Log in and keep track of that at any time. Compare it against your own account.

• How to Buy Global Stocks — Step-by-step instruction in plain English on how to build a portfolio from wherever you’re based. Our preferred global brokers reviewed. And the same systems we use to build portfolios for our Wholesale Investors.

• Bonus Extras — We’ll also give you access to NZX Stock Insider and ASX Stock Insider, where we provide you additional timely analysis on local investing opportunities from time to time.

• Customer Service — Got questions? While we can’t give any personal financial advice, we’re always here to provide support. If you’ve any questions, John Ling, our Customer Service Lead, is here to help. Email [email protected] or phone +64 20 415 88515 (Mon-Fri 9am-5pm).

We know you’re busy. You want well-researched ideas you can put into play straightaway. High-conviction ideas that could lead to capital growth with good income while you wait.

And as a savvy investor, you want clear recommendations with the reasons behind them explained. You want to know the upside and the downside so you can make your own assessment on whether you should get involved or not.

You’ll get confidential, strategic research from our Inner Circle:

• Unexplored stock opportunities in high-conviction boom sectors. We’re talking about new technology, resources, mining, pharmaceuticals, energy, infrastructure, and high-impact property trends.

• High-income producing shares that could provide you income for life. Based on booming sector profits, strong margins, and free cash flow. That alone is better than many mainstream financial goals.

• Capital preservation focus. We’ll give you deep fundamental analysis and business knowledge. As we seek out sound management, strong profitability, good dividend yield, and value underpinned by solid assets.

Lifetime Wealth Investor combines two opportunities. The steady burn of our income strategy with mega-profit picks from our speculative convictions.