Building that location-independent, digital income stream.

$1,055 In Monthly Income.

Disclaimer: This publication is intended solely for documenting my personal journey with trading for income and travel purposes. I am not a certified financial advisor, and none of the content provided should be construed as investment advice. It is essential to conduct your own thorough research and consult a registered financial service provider for appropriate guidance. I cannot guarantee the accuracy or completeness of the information presented. Any actions taken based on the information shared are done at your own risk and discretion.

Hey there Maverick,

In this section (TML) I share with you a fundamental pillar of my ability to live life on my terms: location-independent income.

My uncle Rick was kind enough to endorse me here during our latest chat:

I’ve carved out a portfolio of $100,000 dedicated purely to income investing via dividends and selling options.

My goal is to generate a return of 15% PA minimum with regular income being available to me should I wish to take one of my mini retirements (tried twice but what can I say? Entrepreneurs get bored quickly!).

Here I share EVERYTHING with you. And unlike other pretenders out there who rip off my stuff and claim to be ‘lifestyle’ experts, I mean I share everything:

• The entire income portfolio

• The exact trades

• The performance - you can literally see when I lose money and make money (yes, I lose money sometimes).

$100,000 was chosen because it’s a nice round number and if you could generate 15% PA returns you could conceivably take mini retirements every year if you’re willing to ‘geo arbitrage’ your expenses and ‘retire’ to a place with a lower cost of living.

Or, If you’re like me and you can’t stop but you want to take mini breaks and have fun without reducing your net worth this is super handy.

I really want to impress upon you the power of having one of your income streams like this, take a look:

Interestingly, both the portfolio value and the annual withdrawal amount have the same CAGR of 3.51%. This is because the withdrawal amount is always 10% of the portfolio value, so it grows at the same rate as the portfolio.

Additionally, those of you wanting to use my ideas as ‘inspiration’ can easily adjust the % weightings using $100K as a starting point.

Below I’ll give you the scaffold I’m using to build this thing, along with the trades I’m making this month to generate $1,055 in income from the options premium alone.

Let’s check out the actual performance of the portfolio:

1 year performance on track 15%+ (mind the vol!)

One thing that’s been on my mind recently has been how to construct this income portfolio more responsibly with 15-20 positions with much heavier weighting in high margin quality companies. This comes in contrast with other portfolios where I have no problem whatsoever going super concentrated in investments I believe to be multi-baggers in 3-5 years.

As such, I will be rolling or trimming some of the legacy positions in TML portfolio i.e: VTLE and BORR as although I believe them to be deep value plays, they are neither high quality nor income stocks.

Here’s a link to a basic scaffold you can use (save it and edit it, don’t try and edit the sheet itself)

Ok now to business, if you’re interested in the trades I’m making to generate me a minimum of $1,055 in income this month then please upgrade your membership where you’ll get access to that + my equity research + much more!