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Brian Berg

Owner & Portfolio Manager

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Investing in the Future

Ever since the age of 11, Brian has been an investor. Having bought his first Apple ($AAPL) stock in March of 2016 for $100, he watched the company grow to the heights it is at now, falling in love with the ideology of return on investment along the way. Young Brian added to his long-only fund when he started purchasing sneakers in bulk that he thought were undervalued to then sell them at a higher price tag and keep the profit in between. At the time he thought he was just a sneaker reseller, but in reality, he was building his investment profile.

Diversification

Brian's hobbies vary vastly, from rock climbing, to soccer, to track, to volleyball, to Rubik's Cubes, to Jazz Band, to Math League, and even to modeling for Fashion Shows. Diversification is a great way to grow an impressive portfolio, build character, and generate the most optimal returns.

Goal Oriented

His whole life, Brian has been highly dedicated to whatever goals he may construct. Ever since the 1st grade, he knew he would own a house, go to college, and build his own company. Fast forward to the age of 20 and Brian has achieved all of the above, with much more to come.

Research and Analysis

Hands down, the most important factor when choosing a profitable investment is the research that goes behind it. Even after graduating high school with high honors, Brian continues to learn new things every day, in a process he refers to as "microlearning". This concept has played a crucial role towards his success in the stock market by allowing him to dive deeper into macroeconomical events and to truly uncover how media persuades societies financial decisions.

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