By Chase McPheeters
The podcast currently has 54 episodes available.
https://www.everbullish.com/portfolio-store
www.everbullish.com
www.ivy.fm
Hello Traders and Investment Buffs,
I’m Chase, I day trade, swing trade and love providing information learned from over a decade active trading, and several years as my main income source. I appreciate all feedback, comments, and please ask for a stock analysis if you feel so inclined. Like a follow, love a like, and if you want to learn more about my process and insights check out
WWW.EVERBULLISH.COM
My goal is to tell you the things your broker isn’t allowed or wont tell you plainly about the market, and the flaws in the investment game. I give you my personal opinions on the market, stocks on the rise, and fall, what I’m trading this week/day. I want to keep these to 5 minutes unless otherwise inspired. I plan to make a video every trading day of the year. 5 minutes X 250 days- you’ll be leveled up on your broker, friends, and dip sh*t at the water cooler.
Thanks,
Chase @ Everbullish
Subscribe- Thesherpa.substack.com
I’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
I’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
I’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
I’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of which was spent as a financial consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and worked with fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life as revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.” Over this decade and a half, I saw the unfortunate turn in the investment industry as technology and the prevalence of ETFs, SMA’s, and Free Trade brokerage turned the value agenda of Financial Advisors into sales people. Specifically sales people of HOMOGENIZED MANAGED PRODUCTS. Over the 1000’s of advisors I met during my career, I can honestly say that the large majority of them DID NOT invest their own money into the High Fee products they were selling- EVEN WHEN THE FEE’S were waived! They often didn’t even understand the way the products worked! Over this period of time many advisors would come to me asking exactly how they should invest their own assets, while still having to sell the managed solutions to customers under the guise of “the fiduciary standard.” Each year I built low to no cost portfolios for myself and clients that ROUTINELY outperformed the very solutions I was required to sell, but at the expense of my income. Then in I quit to start this portfolio store and online newsletter/library. I’ve professionally day traded and managed these portfolios full time with great success and focus since 2018. THE SUBSTACK is a trading class, intermediate-expert trading newsletter, and REAL TIME publications of the very insights I use to trade. I invite you to learn from me, and sharpen your tools, and learn the methods I use as a professional investment manager and trader. Want to have your own pro money manager on retainer?- It’s $20/Month, $200 a Year. PERSONAL Outside of Trading my favorite thing to do is play golf (12 HCP). I live in central Texas just outside of Austin and enjoy long lake days with friends and family.
I’ve working in financial planning, investment management, and portfolio design for the past 15 years. Most of which was spent as a financial consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and worked with fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life as revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
Over this decade and a half, I saw the unfortunate turn in the investment industry as technology and the prevalence of ETFs, SMA’s, and Free Trade brokerage turned the value agenda of Financial Advisors into sales people. Specifically sales people of HOMOGENIZED MANAGED PRODUCTS.
Over the 1000’s of advisors I met during my career, I can honestly say that the large majority of them DID NOT invest their own money into the High Fee products they were selling- EVEN WHEN THE FEE’S were waived! They often didn’t even understand the way the products worked!
Over this period of time many advisors would come to me asking exactly how they should invest their own assets, while still having to sell the managed solutions to customers under the guise of “the fiduciary standard.”
Each year I built low to no cost portfolios for myself and clients that ROUTINELY outperformed the very solutions I was required to sell, but at the expense of my income. Then in I quit to start this portfolio store and online newsletter/library. I’ve professionally day traded and managed these portfolios full time with great success and focus since 2018.
THE SUBSTACK is a trading class, intermediate-expert trading newsletter, and REAL TIME publications of the very insights I use to trade. I invite you to learn from me, and sharpen your tools, and learn the methods I use as a professional investment manager and trader. Want to have your own pro money manager on retainer?- It’s $20/Month, $200 a Year.
PERSONAL
Outside of Trading my favorite thing to do is play golf (12 HCP). I live in central Texas just outside of Austin and enjoy long lake days with friends and family.
Listen and find out!
Career Highlights,
I’ve working in financial planning, investment management, and portfolio design for the past 15 years. Most of which was spent as a financial consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and worked with fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life as revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”
Over this decade and a half, I saw the unfortunate turn in the investment industry as technology and the prevalence of ETFs, SMA’s, and Free Trade brokerage turned the value agenda of Financial Advisors into sales people. Specifically sales people of HOMOGENIZED MANAGED PRODUCTS.
Over the 1000’s of advisors I met during my career, I can honestly say that the large majority of them DID NOT invest their own money into the High Fee products they were selling- EVEN WHEN THE FEE’S were waived! They often didn’t even understand the way the products worked!
Over this period of time many advisors would come to me asking exactly how they should invest their own assets, while still having to sell the managed solutions to customers under the guise of “the fiduciary standard.”
Each year I built low to no cost portfolios for myself and clients that ROUTINELY outperformed the very solutions I was required to sell, but at the expense of my income. Then in I quit to start this portfolio store and online newsletter/library. I’ve professionally day traded and managed these portfolios full time with great success and focus since 2018.
Portfolios are 100 bucks for a full years access. These are for Long Term Investors and are for the most part, “Set it and Forget It.” If changes need to be made like a full sell out, trade, or rebalance, you will receive an email labeled urgent and a video and document describing the trades and why. I believe this is the best way to manage investments with NO SLEEZY MORAL HAZARD or HIGH COST of managed products that NEVER OUTPERFORM.
THE SUBSTACK is a trading class, intermediate-expert trading newsletter, and REAL TIME publications of the very insights I use to trade. I invite you to learn from me, and sharpen your tools, and learn the methods I use as a professional investment manager and trader. Want to have your own pro money manager on retainer?- It’s $20/Month, $200 a Year.
PERSONAL
Outside of Trading my favorite thing to do is play golf (12 HCP). I live in central Texas just outside of Austin and enjoy long lake days with friends and family.
The usual
The podcast currently has 54 episodes available.