Dear Reader,
Happy Thursday!
Holy mackerel!
I cannot believe we’ve made it this far together.
Here we are, December 26th – and, why am I in the office today? Here’s why:
Some people say, “aren’t you a big shot? Shouldn’t you be sitting on a yacht in the Amalfi coast in Italy, hanging out with all the other big shots?”
I’ve never seen myself that way.
I think when you grow up poor you just have a different attitude towards work.
===EXPIRING===
This holiday season, to celebrate hitting our target of closing six, triple-digit wins in 12 months…
We’ve added a $500 credit to your account with us.
If you don’t use this credit, it will expire worthless...
…so, please go to this page to claim your credit.
Claim your $500 credit before it expires.
===
First of all, I am grateful for the opportunity to work.
And I love what I do.
I tap dance to work 7 out of 10 days.
The other thing is, my whole career everybody always said on Wall Street, August is a dead month. December is a dead month.
And I think to myself, “no – I am going to go out of my way to make August my best month… and December my best month.”
I’ve had this in my head for 30 years – I’m not going to get lazy while every else does.
While my competitors are relaxing, I’m going to work harder. So we can do better.
And I really try to instill that in my team.
That’s why I’m working. And annoying my team a little bit – shake them up a little so we all know what we have to do.
You know, in these last few days of the year I’ve been reviewing our track records for you (I do this for myself all the time – no surprises for me).
Today I want to talk about Breakthrough Wealth.
I’ll remind you our track records are compiled by an outside economist, Conrad Mattern.
So, Breakthrough Wealth has been our sleeper hit for the year!
We finally got our groove here.
We’ve had a 61.89% average gain on all closed trades in 2024.
That is way better than last year’s 29.42% average.
We’ve had about six triple-digit winners this year…
Rocket Lab we sold for 324% average gains…
Palantir 307%...
Oscar, we sold half for a 202% gain…
AeroVironment up 120%...
ON Semiconductor up 105%...
And don’t get me wrong – we’ve had our losers, which I’ll talk about in a minute.
But first I want to put in some context.
This is the year Breakthrough Wealth finally made itself know as its own kind of unique product.
Because what I observed is that all these triple-digit winners are from our special reports.
We put together special reports for Breakthrough Wealth on some really cool stocks, especially around AI and warfare.
And in Breakthrough Wealth we cover things like this way before they get popular.
Now, we’ve been admittedly choppy – up one year, down the next and so on our first five years…
But now Breakthrough Wealth has found its footing. It’s got a definite mission.
And that is radical new technologies…
Especially related to warfare, geopolitics and energy.
That’s where we are and where we’re going with Breakthrough Wealth.
So Breakthrough Wealth has found its voice, and boy, what a voice we found.
We’ve been at the front of some massive trends in AI, rockets, quantum computing – think about IonQ (our quantum AI stock) – up a couple hundred percent from where we recommended it.
We’ve really been ahead of the curve.
And as I said, we’ve had a lot of triple-digit winners.
We’ve had our share of losers, too…
I made the mistake of recommending Sunrun (I should be called “dumb-dumb” for that one) – it dropped 55%.
Grab Holdings, down 47% - I don’t know what I was thinking.
And Chargepoint Holdings, down 84%.
So we’ve had our share of dogs.
Without those losses our track record would be even higher than it is.
But look, I’m going to take the win.
At 61.8% this year, I mean…
It’s like your favorite football team wins the Super Bowl by three points…
They might’ve been able to trounce the other team on the field, but at some point you gotta just take the win.
It might not have been pretty, but we got a solid win.
So, congratulations to Breakthrough Wealth members. If that’s you, shoot me a reply to this email and let me know how you did.
If you’re not a member, it’s your lucky day. We’re pre-releasing a special New Year’s Eve sale…
We hardly ever do this, but for just a few days you have a $500 credit waiting for you when you test-drive Breakthrough Wealth.
We’re giving away a limited number of credits – once they’re gone, they’re gone. So don’t wait to claim yours now.
We’re working on some new very special reports for Breakthrough Wealth for 2025.
Because as the Trump administration takes office, the kinds of things we invest in are matched perfectly with their objectives.
Military… AI… hardware… software… next-generation weapons.
We are immensely excited about the opportunities 2025 can bring.
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