IMPORTANT UPDATE: Investor Portfolio

Available to both tiers

After publishing my annual report, I spent some time thinking about the structure of the new portfolios and reading the feedback from subscribers.

In the report, I announced that the new Long-Term Investor Portfolio would be exclusive to the Founding Tier because it is being funded entirely from profits generated by the Founding Tier Options-Only Portfolio. That reasoning still stands, and I believe it’s important to recognize that this new portfolio only exists because of what the Founding Tier accomplished during its first year.

However, after giving it more thought, I’ve decided to make the newly launched Long-Term Investor Portfolio available to Regular Tier subscribers as well.

One of the biggest lessons from our first year is that not everyone wants to actively trade options. Many subscribers simply want a disciplined, concentrated, long-term portfolio they can build alongside. The purpose of Trademetry has always been to help people become better investors, and I believe this portfolio can benefit a much broader audience.

The Founding Tier will continue to receive the complete Trademetry experience, including exclusive access to the Options-Only Portfolio, the fun $25K to $100K Challenge Portfolios, and everything available in the Regular Tier. Nothing changes there. While Challenge Portfolio #1 will be available to all subscribers, every Challenge Portfolio thereafter will remain exclusive to the Founding Tier. In addition, at the end of each 12-month cycle, all profits generated from both the Options-Only Portfolio and the Challenge Portfolios will be transferred into the Long-Term Investor Portfolio to continue building positions in high-quality companies and further grow that portfolio over time.

If you recently upgraded to the Founding Tier solely because of the new Long-Term Investor Portfolio and this change means you’d rather remain on the Regular Tier, just send me a message. I’ll gladly cancel your Founding Tier upgrade and issue a full refund, allowing you to continue as a Regular Tier subscriber.

I appreciate all of the feedback over the past few days. Sometimes the best decisions come after taking a step back and listening to the community, and I believe making this portfolio available to more subscribers is the right move for the long-term growth of Trademetry.

You can find the threads for each portfolio in the subscriber chat