January 10th, 2022 Investor Update


Todd Gordon 

In this video we discuss the latest developments with our wealth management company as we’re moving closer to an official ‘hard launch’. We also talk about how the portfolios did in our first official quarter of since launch, and also recent market volatility spurred from inflation concernings and increasing interest rates.

0:00 – 3:50 – Introduction and wealth management business update
3:50 – 5:50 – Comments about COVID-19
5:50 – 9:00 – Comments about inflation and spiking interest rates
9:00 – 15:08 – Review of our Growth and Dividend portfolios
15:08 – 18:58 – Yield curve, Fed rate hikes, S&P 500
18:58 – 19:31 – Unexpected visitor
19:31 – 24:20 – Stock index technicals, crude oil overlay
24:20 – 27:09 – Closing comments

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Past performance is not indicative of future performance.  Principal value and investment return will fluctuate.  There are no implied guarantees or assurances that the target returns will be achieved or objectives will be met.  Future returns may differ significantly from past returns due to many different factors.  Investments involve risk and the possibility of loss of principal.  The values and performance numbers represented in this report do reflect management fees.  The values used in this report were obtained from sources believed to be reliable.  Performance numbers were calculated by Inside Edge Capital using the data provided. Please consult your custodial statements for an official record of value.


This performance report provides information regarding the previous listed accounts that are being managed by Inside Edge Capital in accordance with your investment objectives previously discussed.  Any changes to your current overall investment objectives or financial condition should be communicated toInside Edge Capital

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