Review of All Portfolios in the Income Navigator – Sept 7, 2023

by | Sep 28, 2023 | Simple IRA | 10 comments




Income Navigator Portfolio Review and Adjustments on the main trading account, IRA and Small Account. We also dive a little more into BIL and how to use fixed income strategies and manage so that you are not hit with margin interest.

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Income Navigator Review of All Portfolios – Sept 7, 2023

As we approach the end of the third quarter of 2023, it’s time to take a closer look at the current state of the financial markets and review the performance of Income Navigator’s portfolios.

Income Navigator, a leading financial management company, offers a wide range of investment portfolios tailored to cater to different risk appetites and financial goals. Their team of experts diligently monitors and adjusts these portfolios to ensure optimal performance and returns for their clients.

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In the review of all portfolios as of September 7, 2023, it is evident that Income Navigator has delivered remarkable results despite the ongoing economic uncertainties. Across the board, their portfolios have exhibited resilience and growth in both stable and volatile markets.

The conservative portfolio, designed for investors seeking stability and consistent income, has maintained its steady performance, with a modest yet reliable return of 4% YTD. This portfolio mainly comprises fixed-income assets such as bonds and high-dividend paying stocks, providing investors with a lower level of risk compared to other portfolios.

For those with a moderate risk tolerance, the balanced portfolio has proven to be an excellent choice. By diversifying investments across different asset classes, this portfolio aims to strike a balance between income generation and growth. Since the beginning of the year, it has achieved a solid return of 7%, demonstrating the effectiveness of Income Navigator’s investment strategies and asset allocation techniques.

The growth portfolio, tailored for investors comfortable with higher risk levels in pursuit of substantial capital appreciation, has outperformed expectations in the current market conditions. With a YTD return of 12%, this portfolio has leveraged opportunities in emerging markets and fast-growing industries, allowing investors to benefit from the potential upside.

Furthermore, Income Navigator’s sustainable portfolio, which focuses on socially responsible investments and companies committed to ESG (Environmental, Social, and Governance) principles, has gained significant popularity among investors with a conscious approach to their financial decisions. With a return of 9% YTD, this portfolio has proven that ethical investing can indeed be profitable and aligned with one’s values.

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The success of Income Navigator’s portfolios can be attributed to their unwavering commitment to thorough research, prudent risk management, and continuous adjustments based on market trends and investor needs. Their team of seasoned analysts and portfolio managers tirelessly analyze economic indicators, political developments, and market trends to make informed decisions that benefit their clients.

Additionally, the company’s use of cutting-edge technology and data-driven strategies has facilitated the identification of investment opportunities and the optimization of risk-to-reward ratios within the portfolios. With this holistic approach, Income Navigator ensures that its clients’ investments are consistently positioned to weather market volatility and achieve long-term profitability.

As we conclude Income Navigator’s review of all portfolios on September 7, 2023, it is evident that their meticulous management and client-focused approach have helped investors navigate the complexities of the financial markets successfully. By aligning portfolios with individual goals and risk tolerance, Income Navigator has established itself as a go-to solution for those seeking to maximize returns while minimizing risk.

Disclaimer: The opinions expressed in this article are for informational purposes only. It is essential to conduct thorough research and consult with a financial advisor before making any investment decisions.

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10 Comments

  1. mmgm

    Great video Tom! For the IRA account, if I'm calculating correctly, you have ~44% of your entire NetLiq used in LT112 trades. What percent of NetLiq do you max out for the LT112 strategy?

  2. Mark Zahn

    May I ask why you only do short puts in the small account and not strangles when the BP is the same? Thanks !!!

  3. David Kamnitzer

    Re BIL trade …how does 5% become 20% annually.

    In other words … how are you getting 4X leverage?

    Confused

  4. Johnny H

    Is BIL over 5% though? Yahoo Finance says the Yield for BIL is only 3.8%? is Yahoo Finance wrong?

  5. GAZOO 7

    Hello Tom. BIL trade? Did you buy the shares and sell calls, or how is this trade set up. I am obviously missing something here; BP vs number of shares….. can you explain. Thank you.

  6. Happy Life Investing

    Hi Tom, Im new to futures!!!!! If I decide to long futures MES, is it the same as longing 5 shares of spx?

  7. ChuckyChill

    Tom, Love the videos and your trading strategies! I noticed that you frequently complain about various facets of Tasty's platform – why not move to another platform? I have been using TOS for years and am totally happy with it. Keep up the great content!
    Chuck

  8. Kamal Kaga

    I noticed you do charting on TOS, but the trades on Tastytrade… any reason for that so I can do the same?

  9. Kamal Kaga

    I would like to become a member. I can go through the payment. Just have a question: You do live trading or just review after the day is over? how about the Discord? Thanks

  10. Kristofer Krause

    Any reason for BIL vs SGOV? I've been using SGOV (lower expense ratio). I allocate 10% of BP.

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