OneVxrse Get Started

Getting Started in the OneVxrse Investment Group

This is Not Investment Advice

It is essential for each member to complete the Next Steps section below before
proceeding. Successfully accomplishing the Getting Started section will greatly help you
become a member and introduce yourself to the OneVxrse Community.

To take advantage of the OneVxrse Investment philosophy, you need a few essential elements:

Step 1: Define Your Purpose

The first step in your financial and investment journey is to know and understand your purpose. By setting goals and targets for your investment future, you can achieve them.

As a long-term investor, my purpose is to leave a legacy for my family and to
strengthen, build, and educate under-served communities.

Once you’ve identified your purpose, it will make your investment experience more
rewarding and meaningful.

What is your purpose?

Step 2: Protecting Your Money and Assets

One of the main reasons that most individuals do not invest is that they don’t think they have enough money to start investing. Most of the time, I find this idea to being false! I suggest that members start with a reduction of 50% of their discretionary spending or money they waste throughout the month. This will give you enough money to start and continue your investment journey. This may be a little uncomfortable for you, but you will be excited about your accomplishments after 3, 5, and 10 years of investing.

This money should be identified and then automatically transferred into your brokerage account each month or at shorter intervals. Your stocks should then be purchased automatically through Dollar Cost Averaging (we will explain this later). Start with as much as you can, and watch it grow. It’s time for you to invest in YOU!

Consider setting aside a percentage of each pay raise, bonus, and tax return to contribute to your brokerage account. I also encourage small business owners to save a portion of their profits in their brokerage accounts.

If you start with $50 a month, aim to increase it to $1,000 a month or more.

OneVxrse has developed a process to have systems in place to assist members with maximizing their financial contributions into their personal investment portfolio.

As you progress on your investment journey, it’s essential to take full control of your finances. We achieve this by utilizing the OneVxrse Finance System, which helps you build your finances and protect your assets through the following methods:

• Budgeting
• Debt Reduction
• Credit Restoration/Repair
• Estate Planning

Establishing a budget is essential for effectively managing your finances and ensuring that money does not control you. Aim to contribute to your bank and investment accounts at least once a year. Create a personal budget and consult with your financial advisor or accountant for guidance.

Here are some suggestions to help you increase the funds in your brokerage account:

• Start a small business that generates profits, which you can then allocate to your brokerage account.
• Meet with your accountant or financial advisor to assess your financial situation and tax filing status. Use their advice to identify extra funds in your daily finances that you can contribute to your personal or business brokerage account.

Step 3: Select a Brokerage Account

There are many brokerage providers available, including Robinhood, Charles Schwab,

Fidelity, and Moo Moo, which are among the most common firms in the market.

Step 4: Investment Portfolio Positions

The portfolio positions within OneVxrse are currently classified as “buy,” unless stated
otherwise. Each position will remain a “buy” until we notify you of any changes.

When it’s time to sell a stock, you will receive a trade alert informing you that OneVxrse is removing that stock from the portfolio.

In our trade alerts, members receive a “buy zone,” which indicates the price range that is considered reasonable for purchasing a stock. Since stock prices often fluctuate in the market, these buy zones are valid for about a week after the alert is sent. Even if the stock price rises above the recommended buy price, I still consider the stock a “buy.”

Ultimately, the decision to purchase the stock at its current trading price is entirely yours. Additionally, some of our earlier recommendations may not be worth investing in today. A stock that was recommended six or twelve months ago may not hold the same value now.

Interestingly, stocks that have seen the largest price increases often continue to rise.

Therefore, entering the market later doesn’t necessarily mean you’ve missed out on profitable gains.

Step 5: Pay Attention to Your Notifications

I cannot emphasize this enough. My team and I dedicate countless hours to researching market trends, monitoring our portfolios, and identifying new opportunities for you to profit. We share all of this information in our weekly updates, notes, trade alerts, and monthly newsletters, which you receive via email or message through our OneVxrse web portal or app. It is essential that you pay attention to these updates to stay informed about not only the stocks in our portfolio but also the overall stock market trends. You should also read our notes to understand what’s happening with individual stocks, including recent acquisitions, earnings results, and any unusual volatility.

To succeed with our program, it’s essential that you read our trade alerts. If you don’t stay updated on our buying and selling activities within the portfolio, you risk missing out on potential gains or failing to avoid losses. Simply put, if you don’t read our notifications, the program won’t be effective for you, as you won’t receive the necessary information or follow the recommended strategies.

I genuinely want you to succeed, which is why I am providing all the information you need to do so. However, if you neglect to read the emails or listen to the updates, there is little that can be done to help you. Please cooperate with me to ensure your success!

Make it a priority to pay close attention to all the information provided. Our goal is to make your use of this service valuable and worthwhile.

With OneVxrse and stock momentum, you’ll have the opportunity to pursue significant gains that Wall Street may not want you to know about. This can provide you with the chance to enhance your life and financial well-being.

Let us guide you through the process. I promise it’s never too late to achieve wealth or to improve your lifestyle by taking control of your finances and investing in the stock market.