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Optivest Foundation

A year following the powerful returns of our Optivest models, our prudent advice is to take some of our profits and derisk; invest for tangible returns like stock dividends and real estate with cash distributions and expect this cash to be a greater percentage of your return than last year’s stretched price returns which lacked the earnings return keeping pace. Furthermore,  as the opportunities arise, hard assets like precious metals and value priced cash flowing real estate should be added for downside protection should a mild stock market correction occur or the economy suffer a malaise which could lead to our next recession.

Respectfully,

Leslie, Matt, Bart, Letitia & Optivest’s Investment Department