Transparency & Purpose
I believe in being open about my financial journey.
Not to impress anyone—but to show, in real time, what it looks like to build something with the intention of giving more over time.
The reality is simple:
The more I grow financially, the more people I’m able to help.
That’s why this part of the journey matters.
My Investment Philosophy
I’ve had a lifelong interest in the financial markets, and over the years I’ve developed a straightforward approach:
I primarily invest in:
- Broad index funds
- Established Fortune 500 companies
- Dividend-paying assets that generate long-term income
My goal is not short-term gains.
My goal is to build a growing, sustainable financial base that allows me to:
- Help more people
- Give more consistently
- Expand this mission over time
Current Holdings
Everyone starts somewhere.
Here is where I’m currently at as of : May 06, 2026
ETFs & Closed End Funds
- VOO – Vanguard S&P 500 ETF — 1 Share
- JEPQ – JPMorgan Nasdaq Equity Premium Income ETF — 2 Shares
Equities
- PFE – Pfizer — 2 Shares
- KO – The Coca-Cola Co – 1 Share
- WFC – Wells Fargo & Co – 1 Share
- BAC – Bank of America Corp – 1 Share
- O – Realty Income Corp REIT – 1 Share
This may seem small today—but this is just the beginning.
The Long-Term Vision
I fully intend to grow these holdings as much as possible over time. I have approximately 4 Index Funds and approximately 36 Companies I will be investing in. The goal is to ultimately be able to make my donations off of dividends from the stocks and index funds.
This is not about how things look today.
It’s about:
- Consistency
- Discipline
- Long-term growth
And most importantly—what that growth allows me to do for others in the future.
How Donations Are Used
If I receive donations, they will be used in two primary ways:
- To continue spreading this message
(through letters, outreach, and content) - To grow my investment base
so that I can increase my ability to give over time
Every contribution—no matter the size—helps move this forward.
Supporters
Anyone who chooses to support this mission will be permanently recognized on the Donors Page.
That said, I want to be very clear:
You are never expected to donate.
You are more than welcome to support causes, charities, or people in your own life instead.
But if you do choose to contribute here, it is genuinely appreciated.
Final Thought
This is a long-term journey.
It starts small—but it won’t stay small.
And over time, the goal is simple:
Build more → Give more → Help more people