The CashFlow Positive Show

Nothing brings us greater joy than our children's smile and dividend declaration date!

Here's what we are witnessing with our holdings in today's market;

Our growth picks are getting hammered and in all likelihood will continue to trend lower in short - possibly medium term.

We are enduring the drop from our initial entry points and will continue to hold with are biggest paper loss in our holdings being WISeKey S.A. C3.ai & Rocket Mortgage

We will continue to add to each until we get a positive cost avg here is a screen shot of the positions as we strive for transparency can't give input if not actually apart in the market.

Here's part 2 of what we are noticing. From the podcasts of Ray Dalio Michael Burry & ARK Invest led by Cathie Wood all are saying is here and federal reserve is in a tight situation as they will be forced to raise interest rates but they can't because then people wont be able to borrow as much so they are artificially inflating assets and cost of goods.

These great investors have suggested defensive sectors such as Emerging markets, Precious Metals, and Consumer Goods

So how are we hedging against inflation? We are buying Miners primarily South African to get exposure to rare metals/precious metals but with sustainable growth and dividends!

Notice the proof is there market has spoken.

But notice how we are heavier weighted towards tech!

Buy the Fear! Buy the Dips sell the Rips!!

COMMENT BELOW!!! WHAT WOULD YOU DO?? SELL THE LOSSERS? ADD TO WINNERS? DO NOTHING? OR SELL EVERYTHING & RUN???
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Gotta have a plan and behind your buys and strategy when investing in the market.

I and those who are free independent thinkers will do incredibly well. The fear in the street is rising rates!

Once 10yr hits 2% and it will stocks are selling off. So what are we doing here?

We are inching and digging into the best TECH companies and Big Oil.

We expect a big sell off in Tech as it already has begun, but we see incredible value long term at these levels and if they drop so be it we will accumulate more at better prices!

We are 100% behind Oil & Gas as demand will drive the commodity to record Levels next 4yrs as lack of capital investments by the Majors and decreased permits on federal land will result in a Super price jump not to mention X factors in Geo Political tensions or policies WTI crude will hit in our opinion NEW ALL TIME HIGHS before the Electric vehicle boom.

Trade carefully.
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Here's one of our not so great (at this moment) performing equities and we are either going to do 1 of 3 things with this pick.

1. Do Nothing & Wait for managements updated profitability forecast update scheduled for late march or early April

2. Dollar Cost Avg and aggressively add to my position as the Craft Canning + Bottling industry is expected to grow by upwards of 8% CAGR from 2019-2026

3. Sell cut loses and allocated funds into a blue chip growth or dividend aristocrat like Altria or FB

Comment 1-3 or what you would do below