Protecting Wealth During Tougher Times

Thinking about different scenarios to survive turbulent markets

Hi fellow Tortoise!

In this first webinar of the new year, we’ll go over today’s market sentiment, our stock replacement strategy to benefit from sideways/moderate performance for defensive stocks and significantly reduce our downside risk during turbulent markets. Finally, we’ll wrap up with our current portfolio and reveal a new position to be executed tomorrow.

We’re delighted to have welcomed close to 50 premium members already (it’s been roughly 2.5 weeks since launching our second Substack). Clearly, some investors are looking for a more defensive and strategic, and less market-correlated approach to building wealth in the stock market.

That’s what “The Theta Tortoise” is designed for.

The presentation can be watched below, including the slides and the transcript.

Note: there appears to be an issue uploading the PDF of the presentation, so we’ve added the slides as images.