Previous history of Our Portfolio

Since Our Inception, We Have Continuously Produced Outstanding Results In Every Aspect Of The Company.

Below Is Our Portfolio Of Investments Over The Last Few Years.

Lululemon
Inc.

NASDAQ: LULU

Bought at: $305.92
Buy Date: 02/08/2022
Sold at: $349.12
Sell Date: 21/11/2022
Hold period: 111 days
Profit: 14.12%

Amgen
Inc.

NASDAQ: AMGN

Bought at: $235.19
Buy Date: 09/02/2022
Sold at: $257.20
Sell Date: 27/05/2022
Hold period: 107 days
Profit: 9.36%

Occidental Petroleum.

NYSE: OXY

Bought at: $57.88
Buy Date: 11/03/2022
Sold at: $65.48
Sell Date: 23/05/2022
Hold period: 73 days
Profit: 13.13%

Exxon Mobil Corp.

NYSE: XOM

Bought at: $68.80
Buy Date: 07/01/2022
Sold at: $76.91
Sell Date: 16/03/2022
Hold period: 68 days
Profit: 11.79%

Tesla
Inc.

NASDAQ: TSLA

Bought at: $580.72
Buy Date: 21/05/2021
Sold at: $706.26
Sell Date: 23/08/2021
Hold period: 94 days
Profit: 21.62%

MGM
Resorts.

NASDAQ: MGM

Bought at: $227.30
Buy Date: 08/03/2021
Sold at: $268.79
Sell Date: 28/06/2021
Hold period: 112 days
Profit: 18.25%

Wayfair
Inc.

NYSE: W

Bought at: $258.08
Buy Date: 24/02/2021
Sold at: $332.80
Sell Date: 8/06/2021
Hold period: 104 days
Profit: 28.95%

Twitter
Inc.

NYSE: TWTR

Bought at: $53.90
Buy Date: 05/01/2021
Sold at: $66.69
Sell Date: 18/03/2021
Hold period: 72 days
Profit: 23.73%

NextCure
Inc.

NASDAQ: NXTC

Bought at: $11.28
Buy Date: 09/10/2020
Sold at: $10.76
Sell Date: 24/12/2020
Hold period: 76 days
Profit: -4.61%

NRG Energy
Resorts.

NYSE: NRG

Bought at: $29.57
Buy Date: 15/04/2020
Sold at: $38.05
Sell Date: 08/06/2020
Hold period: 54 days
Profit: 28.68%

MGM Resorts
International.

NYSE: MGM

Bought at: $15.01
Buy Date: 08/04/2020
Sold at: $18.04
Sell Date: 15/07/2020
Hold period: 98 days
Profit: 20.19%

Apple
Inc.

NYSE: AAPL

Bought at: $297.43
Buy Date: 03/01/2020
Sold at: $323.65
Sell Date: 19/02/2020
Hold period: 47 days
Profit: 8.82%

Mastercard
Inc.

NYSA: MA

Bought at: $249.20
Buy Date: 04/06/2019
Sold at: $292.08
Sell Date: 05/09/2019
Hold period: 93 days
Profit: 17.21%

Walt Disney
Co.

NYSE: DIS

Bought at: $109.18
Buy Date: 12/02/2019
Sold at: $132.03
Sell Date: 15/04/2019
Hold period: 62 days
Profit: 20.93%

Broadcom
In.

NASDAQ: AVGO

Bought at: $251.64
Buy Date: 31/05/2019
Sold at: $300.80
Sell Date: 23/07/2019
Hold period: 53 days
Profit: 19.54%

Nike
Inc.

NYSE: NKE

Bought at: $72.72
Buy Date: 03/01/2019
Sold at: $95.63
Sell Date: 22/10/2019
Hold period: 292 days
Profit: 31.15%

Ralph Lauren
Corp.

NYSE: RL

Bought at: $106.19
Buy Date: 07/05/2018
Sold at: $142.90
Sell Date: 12/06/2018
Hold period: 36 days
Profit: 34.57%

Adobe
Inc.

NASDAQ: ADBE

Bought at: $187.97
Buy Date: 09/02/2018
Sold at: $238.10
Sell Date: 18/05/2018
Hold period: 98 days
Profit: 26.67%

Wealth Management


The professional management of an individual’s financial assets and investments to help them achieve their financial goals.

Stock Markets


Stock markets are platforms where buyers and sellers trade stocks, which represent ownership in publicly traded companies.

Strategic Partners


Iindividuals, organizations, or companies that form a mutually beneficial relationship to achieve common goals or objectives.

Retirement Plans

Choosing the right retirement plan depends on factors such as your income, employment status, and long-term financial goals. It is advisable to consult with a financial advisor or tax professional who can assess your specific circumstances and guide you in selecting the most suitable retirement plan for your future.

Fixed Rate Bonds

Fixed Rate Bonds can be a valuable addition to an investor’s portfolio, providing stability, income, and diversification. It is advisable for investors to carefully assess their financial goals, risk tolerance, and consult with a financial advisor before making any investment decisions.

Alternative Investments

Investing in alternative investments typically requires a higher level of expertise and due diligence compared to traditional investments. It is important for investors to thoroughly research and understand the specific risks and potential rewards associated with each option.


Contact our team.

We can assist you with your financial needs.