Building Your Tier-2 Portfolio Structure

Portfolio Structure

Our goal is to build an extremely aggressive portfolio that includes only stocks. We only invest in opportunities we expect to double in value within the next 3 to 5 years.

a. The total number of portfolios in Tier-2 includes the portfolios (Side Portfolio for Links)

• 1. Tier-2: Core Portfolio

b. OneVxrse Investment Group uses the portfolio structure below for the Core Portfolio

• 1. Simulated cash on hand: $0.
• 2. Goal: Achieve a $100,000 market value by July 1, 2035, in 10 years.
• 3. The structure is likely to change throughout your 10-year journey.

c. The diagram below illustrates the ideal Tier-3 portfolio setup. It shows 4 stock investments. It also explains the diversification and the types of stocks that compose this portfolio. The Core and AI-5 Portfolios are highly aggressive and require regular monitoring.

• a. The Core Portfolio is structured as such
• b. Starting with the portfolio value of $10,000
  • 1. Stock 1: XXXXX $2,250 (22.5%)
  • 2. Stock 2: XXXXX $2,250 (22.5%)
  • 3. Stock 3: XXXXX $2,250 (22.5%)
  • 4. Stock 4: XXXXX $2,250 (22.5%)
    
  • 5. Cash Reserve: XXXXX $1,000 (10%)

This is not investment advice.
It is a hypothetical plan to grow $10,000 into $100,000 over 10 years.

The Core Portfolio will be equally weighted; this means that if you invest $10,000, you may buy 3-5 stocks of equal value.

• a. Example 1 (chart above): The simple formula is to divide $10,000 (initial payment by 4-Stocks (or $2,250) for each one of the 4 stocks that you plan to purchase.The scenario shows a 10% cash reserve.
• b. Example 2: If you decide to invest only the $1,000 into 3 stocks, then the equal weight would be $1,000 divided by 3 stocks, or about $333.33 for each stock. That is what we mean by Equal Weight. A cash reserve is not necessary at this
  level.
• c. Monthly contributions will be made in a similar manner. If you contribute $100 a month, the amount should be split evenly among the stocks you purchased in examples 1 and 2 above.
• d. The Purpose of this example portfolio is to attain $2,500 a year for 10 years and contribute a total of $25,000 by the end of year 5. The first contribution will begin at the beginning of 2025.
• e. Tier-2 members are not eligible for the OneVxrse Referral Program, which allows a member to get their membership partially or fully waived. Eligibility begins with Tier-3 membership.

Variables such as the annual percentage of return on profits, contributions, and
other Rules of Investing may determine your rate of return.