Journey to $100K and Beyond Accelerated
1-on-1 Private Portfolio Bootcamp Program
OVERWHELMED WITH YOUR INVESTMENTS?
"There are like a million ETFs out there, which one should I choose for my portfolio?
"I just want to make sure I'm invested in the right stuff"
"I know I can do better, why are my mutual funds not doing as well as everyone else?"
Don't worry, you're not alone.
This whole financial industry has been built to make you believe that you can't manage your own investments yourself. They are wrong.
With the right education and support, you can build your own investment portfolio in no time.
No expensive on-going (forever) fees. No BS.
1-on-1 Private Portfolio Bootcamp Program
If you're looking for a one-on-one experience - whether you're just starting to build your investment portfolio or you're already dabbling with some investments and need some clarity, guidance, and a strategy, then this program is for you.
Here’s What You’ll Get When You Sign Up
OPTIMIZED INVESTMENT PORTFOLIO YOU CAN FEEL CONFIDENT ABOUT
You will understand how your money is working for you, what the risks are, and what is most suited for you. After all, you want to be able to sleep at night :)
PRIVATE 1-ON-1 COACHING
A personalized financial assessment and portfolio made for you.
Whether it's choosing ETFs or individual stocks, you will be provided with all the support you need to be in the right investing mindset that will distinguish you from the chronic losers in the stock market game.
A SIX-FIGURE PORTFOLIO IN THE MAKING WITH A PEACE OF MIND
Build a solid investment portfolio using the proven and best strategy in the stock markets and rest assure you won't be taking risks you aren't able to handle or understand.
Heyyyyy! I'm Michelle Hung, author and founder of The Sassy Investor. Over the last five years, I've been helping many people of all ages with their investing and financial journey.
As a former investment banker, I've acquired a rich understanding of capital markets and how it all ties in with the average investor. And I'm here to teach you all about what you need to know, so you, too, can get ahead in life and never have to worry about money again.
To date, I've helped people invest over $3 million and save on average over $9,000 per year - and this is only a fraction of what's being tracked.
Manager, Business & Tech Support
I had no idea fees can be as slow as 0.2%. Crunching the numbers I saw that the following year I saved over $4,400 because of the lower fees.
Michelle helped me really understand how much my bank was taking from my portfolio in fees. She walked me through how easy it was to manage my own portfolio and how low the fees are for ETFs.
Business Application Manager
With my first stock purchase I able to make an $800.00 profit in over 2 months.
Reaching out to the Sassy Investor for advice/help made all the sense in the world. She help me organized my financial goals through asking various simple questions that made me think what I really wanted. Any questions I had she answered in terminology that I could understand.
...I was able to contribute $10,000 in savings, saw a 20% growth in my portfolio and 2.5% reduction in annual management fees
Most importantly, it gave me the financial freedom and confidence to leave my unhappy relationship, move out and furnish my own place, take up boxing, pursue a designation, and rebuild my happiness.
Session 1: Discovery and Outlining Portfolio Goals
Discover and identify what your financial goals are so we can build an investment portfolio around it. You will be provided with tools so you know how much you'll need to allocate for each goal and how to allocate money in general. We will make sure your money is working for you and not just "sitting around" earning nothing!
Session 2: Building Your Core Portfolio
Whether you already have a current portfolio of mutual funds, ETFs, or no portfolio at all, you will walk away with a winning portfolio that will put you on track towards the goals you outlined in the previous session. Need a review of your mutual funds statements and how to understand them? Done! This is where you set up the core foundations of a portfolio that will take you to six-figures and beyond and get to understand how professional investment managers build multi-million dollar portfolios for their clients.
Session 3: Beyond Your Core with Sectors/Thematics
Here, we will add themes and sectors to your portfolio that align with values and personal interest. Learn how you can support your social causes, earn higher risk-adjusted returns from sectors that interest you (e.g. cryptocurrency, EV, marijuana, etc.).
Session 4: Beyond Your Core with Individual Stocks
Learn about the differences between fundamental investing and growth investing. You will understand the characteristics of a good company and be able to identify winners for your portfolio.
Session 5: Beyond Your Core with Individual Stocks Part II + Wrap Up
We continue to learn about the fundamentals of a solid company, including the relevant financial metrics you should be looking at. We will wrap up our sessions making sure you have executed on what we discussed, and even navigating through trading platforms together.
When you sign up now you will receive the following BONUSES:
BONUS: How to 10X Your Returns with High Growth Stocks Audio Training
This is an audio training with National Best-Selling Author Robin Speziale as we talk about how he built his +$300,000 portfolio with high growth stocks by the time he was 30 years old - and how you can follow his stock selection methods.
BONUS: The Winning Mindset Workshop Instant Download
Adapt the winning mindset that distinguishes you from the chronic losers in the investing game and learn the costly mistakes to avoid (ones that many people make). We’ll be discussing what you’ll be investing in, the proven and best strategy to invest, and why it works. By the end of this session, you'll be able to answer that age-old question, "what should I invest in?".
BONUS: Crash Course on Investing Basics
The no-bullshit, cut out the fluff, stuff you need to know to understand investing. Know what the two most common investment products are, and how each of them will serve you and your needs.
The Sassy Investor Book Bundle delivered right to your door with FREE shipping when you pay-in-full.
oliver t. | rcmp officer
Since working with Michelle 8 months ago, my portfolio is up over 18%!
Michelle helped me set up a portfolio that's now on auto-pilot. I love not having to think about it and my money just grows!
Ready to build your six-figure portfolio and beyond?
pay in full
3 BI-WEEKLY PAYMENTS OF
Yes! I am here to break everything down for you so you can understand everything that's going on. I encourage all types of questions to be asked, after all, we're dealing with money and your future here!
In life, the only things that are guaranteed are taxes and death! While I cannot guarantee that you will make money because I cannot control what you choose to do, I can guarantee 100% of your money back if you are absolutely dissatisfied with the program, felt you learned nothing of value, and can prove you have put effort into this program.
Feel free to book a risk-free/no obligation call and I will do my best to answer all your questions. This is a two-way relationship and I want to make sure we are a good fit before anyone commits to this.
Disclaimer: The Sassy Investor does not provide investment advisory services, including stock advice or recommendations. The Sassy Investor is an education platform and financial coaching company engaged in the services of educating and facilitating individuals in the areas of financial planning. Articles, commentaries, presentations, investment plans and other content provided by The Sassy Investor on or through the Website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.