Exclusive Perk: Get Jared Dillian's "Awesome Portfolio" FREE with Your Subscription to Jared Dillian’s Strategic Portfolio
Secure your financial future with a stress-free portfolio designed for reliable, long-term returns in any market, from market veteran Jared Dillian.
It’s simple to understand, lets you sleep at night, and when “retirement day” comes, it will keep working for you.
The Strategic Portfolio will keep you safe year after year, no matter what happens in the market. And in the case of market downturns, when others are panicking, you will rest easy knowing your portfolio is weatherproof.
The truth is, investing is not confusing as long as you follow these three principles.
We use simple, easy-to-buy, low-cost funds you can get in any brokerage
The portfolio will help you avoid pitfalls that have devastated other investors.
Say goodbye to the S&P 500 rollercoaster ride and hello to steady, reliable growth.
After 20 years in the market, I discovered that true balance, the kind that provides unparalleled stability and growth, is made possible by harnessing the power of Exchange-Traded Funds (ETFs).
The Strategic Portfolio, comprised of ETFs, offers a level of diversification and risk management that traditional investing simply can't match.
Here's why ETFs are the cornerstone of our portfolio:
Simplicity
ETFs have a single ticker, just like individual stocks. Buying an ETF is quick, simple, and low cost.
Diversification
ETFs are baskets of stocks, usually organized by industry, country, or sector. Buying an ETF spreads your investment risk across several stocks, as opposed to one or two. This can reduce your portfolio’s risk.
High liquidity
ETFs allow you to buy and sell anytime throughout the day, ensuring flexibility and accessibility.
Tax efficiency
Structured to minimize capital gains, ETFs reduce the tax burden for investors, maximizing returns.
Simplicity
ETFs have a single ticker, just like individual stocks. Buying an ETF is quick, simple, and low cost.
Diversification
ETFs are baskets of stocks, usually organized by industry, country, or sector. Buying an ETF spreads your investment risk across several stocks, as opposed to one or two. This can reduce your portfolio’s risk.
High liquidity
ETFs allow you to buy and sell anytime throughout the day, ensuring flexibility and accessibility.
Tax efficiency
Structured to minimize capital gains, ETFs reduce the tax burden for investors, maximizing returns.
In one word—BALANCE.
The Strategic Portfolio taps into five specific asset classes: stocks, bonds, real estate, cash, and gold.
In the event one asset class takes a hit, the others can make up the difference.
This approach greatly reduces your risk during an especially bad bear market or recession.
The result is a simple, yet balanced basket of stocks designed to give you protection and peace of mind. This portfolio lets you stay invested, and that’s the key to long term success.
Instant access to a diversified portfolio: Balanced across various asset classes according to my conviction and our risk tolerance.
Market insights from an investment veteran: I see the bigger picture, especially when others do not.
“Here’s what to do:” You’ll hear from me every month with updates to the portfolio and my latest investment ideas… and we’ll have some fun.
Confidence: Successful investing is not just about returns. It’s about minimizing volatility and reducing anxiety.
Accountability: I personally invest in the themes you’ll find in the Strategic Portfolio. I believe in what we are doing here.
Lopsided, unbalanced approach
Trusting “advisors” with your future
Restricted diversification
Limited choices
Protection from market volatility
Peace of mind
Freedom to buy and sell any time you want
Constant communication from me
You can do this in an IRA and 401(k)
As I mentioned, the Strategic Portfolio is made up of five important asset classes, balanced to thrive in good times and protect you in bad times.
The goal is simple: The five asset classes are meant to minimize the volatility of your portfolio (the amount your portfolio’s value goes up and down in a given time). Less volatility means you’ll sleep better, stay invested, and over time, your portfolio will grow. No unforced errors!
Take a look at this 16-year chart. In it, you can see how the classes move independently of each other, drastically lowering your portfolio’s volatility for maximum protection.
I was the head ETF trader at one of the largest investment banks on Wall Street in the early 2000s, moving as much as $1 billion in client assets each day.
I know building a long-term portfolio yourself takes a lot of time and expertise, and a mistake can set you back years and potentially hundreds of thousands of dollars.
Trust me, I’ve been there. I’ve learned so much that I teach a college course on it.
Join me and access decades of experience without taking decades to get there.
As a new member, you will receive Jared’s most popular report, The Awesome Portfolio, free of charge. Valued at $99, this comprehensive report is now included in your membership, offering you unparalleled insights into how Jared has built the Strategic Portfolio.
In The Awesome Portfolio, you'll learn:
Why five asset classes are essential to safe investing.
Back-testing that proves this is a successful strategy.
Why is it crucial to stay invested through thick and thin.
How to tweak your portfolio as market conditions change, keeping you ready for the unexpected.
When you subscribe to the Strategic Portfolio today, you’ll get a link to download the report within your welcome package.
“Straightforward, logical approach that is explained at the proper level for non-professional investors.”
“Truth is I SHOULD care about details of my investments, but I'm too damn busy with work. Newsletters like yours are the smart CliffsNotes guidance I need without having to overanalyze my investment reasons.”
“[I like that] I now have an ally who is sifting through the ETF morass—something that I don't have time to do.”
You want a well-diversified, long-term core portfolio that provides reliable, consistent, and potentially wealth-building returns.
You want to sleep easy at night knowing your investments are working FOR you.
You want your journey to retirement nearly 100% immune from market volatility (market ups and downs).
You want an experienced Wall Street veteran by your side.
Speculators. You don’t need to worry about my recommending a leveraged ETF or something similarly dangerous.
News junkies. I’m not a newshound. I’ve been doing this for over 20 years. Success happens when we focus on long-term ideas...
Consensus followers. I’m a contrarian, which means I often go against “the masses.” Everything you get from me is through my lens.
Risky day traders. We will make changes to the portfolio, but not every day, week, or even month. Most people get this wrong—long-term success comes from letting your best ideas work over time, not jumping in and out of investments.
No, this is for long-term core portfolio/retirement investing.
Yes. I will show you step by step how to get started.
Yes! Once you join, you’ll have unlimited access to our first-rate customer concierge team.
Yes. Jared Dillian’s Strategic Portfolio is 100% mobile friendly.
I’m confident you’ll appreciate the stability, balance, and income you’ll find in my Strategic Portfolio. But if not…
You will have a full 90 days to decide if my Strategic Portfolio is right for you. During this time, you will be granted full member access to the core portfolio, special reports (including The Awesome Portfolio), back issues, new issues, and trade alerts. If you’re not 100% satisfied—for any reason—you can cancel within those 90 days and receive a full refund.
But if your goal is to build a thriving core portfolio that can make it over the long haul, then you won’t be asking for a refund.
Just complete the form below and press “submit order” then we'll see you inside the Strategic Portfolio—I’m excited to have you on board!
$.68/day
Less than $1 a day.
Pocket change for peace of mind.
Here’s everything you get.
Monthly issues of the Strategic Portfolio: our goals, how the portfolio is constructed, and my biggest macro ideas
*NEW* Access to The Awesome Portfolio report—valued at $99
Instant access to the portfolio
Full year of archives
Minimal Risk
Mobile/tablet friendly
