Stop Buying VOO Until You Use This 3-Step Test

Before you buy another share of VOO, SCHD, or any popular index fund, ask yourself: Does this holding actually have a specific job in my portfolio? If you want to stop guessing and build a 7-figure portfolio strategy, join my free Masterclass this Thursday at 7:00 PM EST: Most everyday investors don't have a bad selection of stocks—they have an unorganized collection of them.

In Video 1 of the Everyday Investor Masterclass series, we are breaking down The Engine: the durable, proven core that powers your entire financial foundation. You’ll learn how to stop treating index funds like a lottery ticket and how to run every investment through my simple 3-Part Diagnostic Test to make sure it is Proven, Durable, and Strong.

What You'll Learn in Thursday's Free Masterclass: The 5-Bucket Portfolio Framework: How to assign every dollar a specific job (Engine, Accelerator, Shield, Edge, Power Plays). The 3-Part Diagnostic Test: How to evaluate any stock or ETF in under 30 seconds to make sure it fits your goals.

Your Investor Profile: How to determine whether you are a Defender, Anchor, Everyday Investor, or Climber to set your target allocations. 👉 Reserve your free seat for Thursday at 7:00 PM EST: