Income Fund Update, August 2024
As I step into my 40s, income generation has been a growing priority in my investment accounts. As such, I’ve started to build an income focused portfolio with the goal of growing to $1M invested @ a 5% dividend yield. The goal is to build another income stream that can protect me both when markets go down, but also in case I have an unexpected break in my W-2 income. While the portfolio is still
What we're listening and reading
Our latest thinking...
How I Accidentally Became a Real Estate Investor: Lessons Learned from My Journey
Introduction What began as a graduation gift turned into an unexpected journey into real estate investing. In 2005, armed with $10,000 from my grandparents, I
Save Like a Pessimist, Invest Like an Optimist
Save Like a Pessimist, Invest Like an Optimist The phrase “Save like a pessimist, invest like an optimist” captures a crucial philosophy for personal finance
Learning Options (August 2024)
As a way to make additional cashflow on my long-term stock holdings, I’ve been testing trading options. Specifically, I’ve been selling covered calls and buying
Income Fund Update, August 2024
As I step into my 40s, income generation has been a growing priority in my investment accounts. As such, I’ve started to build an income
Become (Financially) Unbreakable
Become (Financially) Unbreakable There is a lot of shitty advice out there. I expect it on social media, but I’m starting to see more shitty
Why I love HSAs
A Health Savings Account, commonly referred to by the acronym “HSA”, was created to incentivize employees to incentivize people to take some responsibility of their
Welcome....
Appreciating Capital’s mission is to both educate and build community around people who have W-2 jobs (ie Corporate Athletes) and are focused on achieving financial freedom through an abundance mindset. This blog will cover topics from introduction of personal finance all the way through investment in alternative assets, but our focus is on the W-2 earner who wants it all.
We hope you enjoy and look forward to connecting!
Jason G.