Merging Deep Value + Income

Stacking Substacks

The following is my latest post from the sister publication: The Maverick Life.

Apologies for any repetition but I wanted to share this here so everyone is on the same page.

Hey there Maverick.

I hope you’re doing well.

I’m back from another epic international adventure!

Cerro San Isidro. Cafayate, Argentina. One of many incredible sights along my 3000+ mile road trip. Posts in pipeline.

Just a quick note, having spoken with Sub stack support, they have told me that there is in fact no merger option between publications and as such I will need to manually import/export posts.
I will begin the process of moving content across from TML to the ROI club this week.

All subscribers will be moved across also.

This seems the most logical way to go, given the research for the main underlying investments are done in the ROI club, with TML portfolio mainly looking at income generation from writing options on said underlying investments.

My philosophy is this:

I hunt multi-baggers with a 3-5 year timeframe by buying underpriced assets. (identified in the ROI club).

Whilst waiting, I Collect dividends and juice the income from selling options (The Maverick Life).

This is how I see the two blending, in addition to which the lifestyle/geo-arbitrafge content from TML will remain.

As far as your concerned, you don’t need to do a thing, simply DM me if you have a question.

Portfolio Updates

Below is a screen shot of the Crassus Investment Portfolio which you can copy on the E Toro Platform. Click Here

This portfolio is focused on overall 3-5 year returns.

Performance of Crassus Investments is tracked via the platform.

Here you’ll see some of my highest conviction plays. A lot of which provide the underlying asset collateral I use when writing options. Not all my favourite ideas are available on this brokerage platform, but by sharing this + the maverick life portfolio (which is more obscure and income-focused) you’ll get a great insight into a big part of my 3rd and final stock portfolio, my private wealth portfolio.

Here’s a free glimpse into TML income portfolio. Many options expiring in 1-2 weeks so I’ll have an update then.

TML portfolio is currently +15.55% over 1 yr. With options and dividends providing steady income + lower ave entry point for investments.

I really hope you’re enjoying the content. I emphasise my point of difference being my transparency - I see a lot of ‘content creators’ who never really show the goods with the subscribers (and ride the coattails of other creators).

Those of you who’ve followed me thus far know that’s not me, I’ve shared the good, the bad and the ugly with literal account balances in the spin off portfolio and performance updates.

Bear with me as I adapt to the merger as there will likely be a few small teething issues, but if you’re not sure about something DM me - in 1-2 weeks I think this will be much more streamlined and evolve into something even better.

All the best & DYODD!

Benjamin

Disclaimer: This publication is intended solely for documenting my personal journey with trading and investments for income and travel purposes. I am not a certified financial advisor nor am I a financial professional 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 in any of my work are done at your own risk and discretion.