Looking for 10 IRA investors to attend the Free Private Fund Presentation
Step 1: Watch the free webinar
"How to invest $3,000,000+"
Click to play
STEP 2: certify your investor status and Access BranchPoint Funds
Hedge fund for IRA, Roth, and taxable investors
Access to the investor package and fund webinar is intended solely for individuals who believe they may meet the eligibility requirements applicable to the fund, including generally being a “Qualified Client” as defined under U.S. SEC Rule 205-3 (generally, having at least US$2.7 million in net worth, excluding a primary residence, or at least US$1.4 million under management with the investment adviser).
Eric Seto's Research Library
Retirement is a cashflow Problem
For decades, investors have been told the same advice: “Just hold and don’t panic.”
But is buy-and-hold really the best strategy when markets are falling?
In this video, I explain several strategies investors can use during a bear market, including when it may make sense to hold cash or even short the market to protect a portfolio.
High-Net-Worth Retirement strategy
Many investors try to diversify by buying different sectors, industries, or countries. But in reality, most stocks remain highly correlated with the broader market, which means diversification may not provide as much protection as people expect.
In this video, we explore the concept of true diversification and why traditional portfolio diversification may not be enough during market downturns. Instead of only spreading investments across sectors, we discuss alternative approaches such as long, short, and cash strategies that may help reduce volatility and drawdowns.
How I Analyze McDonald's Stock
In this video, I walk through my past analysis of McDonald's stock and explain how I determine whether a company is trading at a discounted entry price.
You'll see how I combine technical analysis, financial statements, and earnings trends to decide when a blue-chip company like McDonald's may present an investing opportunity.
The problem with 60/40 portfolios
Many investors follow the traditional 4% rule, which suggests withdrawing 4% of your portfolio each year.
That means a $1 million portfolio would generate about $40,000 per year in retirement income.
But what actually determines whether a withdrawal rate is sustainable?
STEP 2: certify your investor status and Access BranchPoint Funds
Hedge fund for IRA, Roth, and taxable investors
Looking for 10 IRA investors to attend the Free Private Fund Presentation
Eric Seto, CPA, CIM
Eric Seto is a CPA and Chartered Investment Manager with over a decade of experience across accounting, tax, M&A, and quantitative research.
He began his career at KPMG, working across Canada, the U.S., and Asia, advising on audit, tax, and billion-dollar M&A transactions for private equity funds.
He later led data science and machine-learning initiatives for professional teams and has taught investing, finance, and analytics to hundreds of students and professionals.
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Disclaimer
This presentation and all related materials are provided for educational and informational purposes only and are not intended as investment advice, financial advice, tax advice, or legal advice.
Nothing contained in this presentation or on this website constitutes an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
The concepts discussed are general in nature and are not tailored to any individual’s financial situation, objectives, or risk tolerance. Any references to markets, asset classes, income frameworks, machine-learning concepts, or investment approaches are provided solely to explain how such topics are commonly analyzed and discussed.
Any information regarding private funds or alternative investments, if presented, is made available only in separate, gated, investor-only briefings through approved offering materials and solely to individuals who meet applicable eligibility requirements.
Past performance, hypothetical examples, case studies, or illustrations are not indicative of future results. All investing involves risk, including the possible loss of principal.
Eric Seto, BranchPoint Asset Management, 5mininvesting.com, and affiliated entities do not provide individualized investment recommendations through this education session. Viewers should consult their own financial, tax, and legal advisors before making any investment or financial decisions.
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