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Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Unmonetized Collateral: Maximizing your portfolio return through collateralization

Unmonetized Collateral: Maximizing your portfolio return through collateralization

Paperback

Personal Finance

ISBN13: 9798287874650
Publisher: Independently Published
Published: Jun 29 2025
Pages: 126
Weight: 0.30
Height: 0.30 Width: 5.25 Depth: 8.00
Language: English
You follow the advice of so many before you: earn, save, and invest. That money is growing, helping you achieve your financial goals. But very likely, your money isn't growing as fast as it could. You are leaving money on the table. Your brokerage account has an unexploited attribute leading to lower-than-potential returns; that attribute is collateral.

Your stocks, ETFs, and bonds can be used as collateral for yield enhancing strategies. This book covers one such strategy. If well executed, the strategy could add more than 3% to your annual returns. Think that doesn't matter? A $1 million account growing at 7% becomes about $4 million in 21 years; but if it grows at 10.5%, it balloons to over $8 million. Imagine retiring with double the money you would have otherwise had. And if you are exceptional and can increase that by another 3.5% per year? Nearly $16 million.

Unmonetized Collateral not only explains the process of monetizing your collateral, it also explains the philosophy upon which the strategy is built. The book provides insights not only into the mechanics of the framework, but also the factors investors should consider to improve strategy performance.

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