“Everyone is looking for an edge. Most people are looking for a short-term edge. But, I like to think about the world from a “long-term-results” perspective. I call it a “Long-Term Edge,” which The Barbell Investment Strategy is built on. – Rick Sapio
On this show, founders Rick Sapio and Gino Barbaro discuss how implementing Rick’s patent-pending Barbell Investment Strategy has helped them both achieve massive success as investors. Think about a weight lifter’s barbell. Imagine a thin metal bar in the middle, with large weights positioned on each side.
The two most important buckets of this investment strategy are represented by the heavy weights on both the left and the right sides of the barbell. Rick believes that investors should put the vast majority of their wealth into these two buckets, and here’s why.
The LEFT side is at least 40% of your money, and this should be invested in very liquid and conservative savings products that have tax advantages. This includes cash, money market accounts, and dividend-paying whole life insurance policies that are safe, secure, and which come from mutually-owned insurance companies.
The RIGHT side of the barbell is where you should invest 40% of your net worth in illiquid, higher-yielding, long-term holdings, such as the stock in your company, real estate, other private companies, and the like. It should contain investments in which you have a high degree of knowledge and expertise. This is where you can generate a tremendous amount of long-term investment returns.
The MIDDLE part of the barbell takes full advantage of the maximum savings into your IRAs, Roths, 401k accounts, and similar programs offered by the government. Thus, these investments most likely will go into the stock and bond markets. Easy, right?
The Barbell Investment Strategy is simple to utilize and helps you avoid the chaos and moving parts of traditional long-term savings and investment plans. No financial solution is one-size-fits-all. So, please discuss positioning your assets this way with a member of our Team here: [ Ссылка ]
Key Insights:
00:00 Introduction
01:02 What is Barbell Strategy all about
04:44 Short term vs. Long term investor mindset
07:28 Tips to build wealth
10:52 Taking advantage of market cycles
11:33 Values-based decision making
12:47 Finding your purpose
15:32 Who is in your room
17:13 Victimhood won't work, take responsibility of your life
19:44 Your fruits are in your roots
BONUS:
Download our eBook on how you can leverage on our Dual Asset Strategy and become your own source of financing: [ Ссылка ]
About Jake & Gino
Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $100,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.
#investingtips #investingstrategies #personalfianance #wealthbuilding
Jake & Gino Facebook: [ Ссылка ]
Jake & Gino Twitter: [ Ссылка ]
Jake & Gino Linkedin: [ Ссылка ]
Jake & Gino Instagram: [ Ссылка ]
The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.
The Barbell Investment Strategy
Теги
barbell strategy investingbarbell strategy financebarbell strategy in lifebarbell strategy optionsbarbell strategy for flattening yield curvebarbell strategy vs bullet strategyreal estate investing strategiesreal estate investing strategies for beginners3 best strategy in real estate property investing