My family hedge fund, which is the basis for our effective altruistic donations to Givedirectly, the Helen Keller International, and the Clean Air Task Force looks like this:
16.67% EDV (long term US treasuries)
16.67% SCHD (high yield blue chips)
8.4% DBMF (managed futures)
8.4% KMLM (managed futures)
5.2% VIG (dividend aristocrats and future aristocrats)
5.2% SCHG (50% fastest growing S&P 500 companies)
5.2% SPGP (deep value growth blue chips)
4.2% Amazon
4.2% MasterCard
4.2% Lowe’s
4.2% ASML Holdings (world leader in advanced chip manufacturing tech)
3.33% British American Tobacco
3.33% Altria
3.33% Enbridge
3.33% NextEra Energy Partners
3.33% Brookfield Asset Management
4.1% yield
8.9% growth
13.0% long term return potential and historical returns.
11% to 15% annual income growth.
And as a nice bonus the average peak decline during every bear market in the last 16 years is 10% and the median peak decline is also 10%.
Peak decline in the 2022 bear market −14% vs 35% nasdaq −28% S&P, and −21% 60⁄40.
This portfolio is called the ZEUS ( Zen Extraordinary Ultra Sleep well at night) Income Growth portfolio.
It consists of stocks, bonds, cash, ETFs and individual blue chips.
605 of the world’s best companies or the top 0.1% of all companies in the world according to Vanguard and MSCI.
I’ve spent 8 years in the financial industry as a financial analyst perfecting this family hedge fund which is where I’m investing all my life savings. Or at least that which isn’t invested in the most effective charities.
Right now I’m funding the donations out of pocket.
Eventually 5% if this portfolio will be donated to the most effective charities focused on saving young children, lifting people out of poverty and promoting economic development and figuring climate change.
My two greatest passions and skills are making lots of money and giving it away to the most effective charities who together bring us ever closer to Star Trek utopia.
I should note the goal is to donate 5% of the portfolio each year.
That will let me donate far more than my entire annual income which is currently over $500,000 per year.
I love Will McCaskill’s “earn to give” strategy but I tweak it to “earn to invest and give.”
In an upcoming article on Seeking Alpha I’ll show how donating 50% of your income is great.
But donating 25% of your income to the most effective charities and investing 25% into a low risk ETF based portfolio can result in up to 100x more donations than just donations alone.
Donate today, donate even more tomorrow, and donate staggering amounts over your life time.
And then turn your portfolio into a perpetual charitable trust in your will.
That ensures the effective altruism never stops.
For an example of how powerful this can be consider the example of Ben Franklin.
Franklin left $1,000 in his will to Philadelphia and Boston with one important proviso.
The money had to be invested and half donated to charity after 100 years.
Then the other half after 200 years.
The second donation to each city, was $13 million each.
From $2000 over $26 million donated to charity.
That is the power of patient philanthropy.
Help those most in need today.
Help tens of thousands over your life time.
And help millions or billions over centuries.
Give thousands and you can help lots of people.
Give millions and you can help millions.
Give billions and you can change the world.
But give trillions over centuries and millennia and you can change everything.
My family hedge fund, which is the basis for our effective altruistic donations to Givedirectly, the Helen Keller International, and the Clean Air Task Force looks like this:
16.67% EDV (long term US treasuries) 16.67% SCHD (high yield blue chips) 8.4% DBMF (managed futures) 8.4% KMLM (managed futures) 5.2% VIG (dividend aristocrats and future aristocrats) 5.2% SCHG (50% fastest growing S&P 500 companies) 5.2% SPGP (deep value growth blue chips) 4.2% Amazon 4.2% MasterCard 4.2% Lowe’s 4.2% ASML Holdings (world leader in advanced chip manufacturing tech) 3.33% British American Tobacco 3.33% Altria 3.33% Enbridge 3.33% NextEra Energy Partners 3.33% Brookfield Asset Management
4.1% yield 8.9% growth 13.0% long term return potential and historical returns. 11% to 15% annual income growth.
And as a nice bonus the average peak decline during every bear market in the last 16 years is 10% and the median peak decline is also 10%.
Peak decline in the 2022 bear market −14% vs 35% nasdaq −28% S&P, and −21% 60⁄40.
This portfolio is called the ZEUS ( Zen Extraordinary Ultra Sleep well at night) Income Growth portfolio.
It consists of stocks, bonds, cash, ETFs and individual blue chips.
605 of the world’s best companies or the top 0.1% of all companies in the world according to Vanguard and MSCI.
I’ve spent 8 years in the financial industry as a financial analyst perfecting this family hedge fund which is where I’m investing all my life savings. Or at least that which isn’t invested in the most effective charities.
Right now I’m funding the donations out of pocket.
Eventually 5% if this portfolio will be donated to the most effective charities focused on saving young children, lifting people out of poverty and promoting economic development and figuring climate change.
My two greatest passions and skills are making lots of money and giving it away to the most effective charities who together bring us ever closer to Star Trek utopia.
I should note the goal is to donate 5% of the portfolio each year.
That will let me donate far more than my entire annual income which is currently over $500,000 per year.
I love Will McCaskill’s “earn to give” strategy but I tweak it to “earn to invest and give.”
In an upcoming article on Seeking Alpha I’ll show how donating 50% of your income is great.
But donating 25% of your income to the most effective charities and investing 25% into a low risk ETF based portfolio can result in up to 100x more donations than just donations alone.
Donate today, donate even more tomorrow, and donate staggering amounts over your life time.
And then turn your portfolio into a perpetual charitable trust in your will.
That ensures the effective altruism never stops.
For an example of how powerful this can be consider the example of Ben Franklin.
Franklin left $1,000 in his will to Philadelphia and Boston with one important proviso.
The money had to be invested and half donated to charity after 100 years.
Then the other half after 200 years.
The second donation to each city, was $13 million each.
From $2000 over $26 million donated to charity.
That is the power of patient philanthropy.
Help those most in need today.
Help tens of thousands over your life time.
And help millions or billions over centuries.
Give thousands and you can help lots of people.
Give millions and you can help millions.
Give billions and you can change the world.
But give trillions over centuries and millennia and you can change everything.