Guide to Private Investments

Today's Newsletter:

• My Latest

• The Trade-Off

• Guide to Private Investments

• A Money Question

My Latest

No matter what side of the political aisle you fall on, we have seen a seismic shift this month.

Donald Trump has taken office.

Remove the debates, soundbites, and future promises.

My latest talks about the 47^th president and the stock market.

You can check it out here ⬇️⬇️⬇️

The Trade-Off

This offseason Juan Soto signed the richest contract in MLB history.

Heck, it is the richest contract in sports history at $765,000,000.

For you non-sports fan here is the short of it:

• Juan Soto = Generational Player

• NY Mets = Iconic Franchise

• Mets Owner = Billionaire

Those three worlds collided and produced this contract.

Yet baseball is a game that requires nine players on the field not just one.

So, my initial thought was how this contract would play out for the Mets.

The reality of this commitment is that the Mets will have to be spending conscience for years to come.

Now stay with me for a second, consider free agents, like Soto, as private investments in your portfolio.

A good portfolio has multiple investments (players), not one.

Yet commit too much too fast to one and you find yourself with no flexibility.

You find yourself seeing the next great free agent (investment deal) with no cash left to deploy.

That is what we are going to talk about today.

It is a mistake I see athletes and entrepreneurs make all too often.

Let’s dive in…

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Guide to Private Investments

The Problem

I work specifically with families that come into sudden wealth.

• Entrepreneurs who bet on themselves and made it happen.

• Athletes who worked for decades to sign a piece of paper and be promised millions.

They hit the proverbial homerun.

Yet the first thing many do is try to hit another home run.

To be honest, it makes sense when you consider this path:

1. Successes lead to Opportunities

2. Opportunities lead to Exclusive Networks

3. Exclusive Networks lead to Interesting Conversations

4. Interesting Conversations lead to Interesting Investments

5. Interesting Investments lead to Taking on Significant Risk

6. Significant Risks lead to Reduced Liquidity

It is a path that taken to its extreme leaves you with a portfolio of “homerun” (private) investments, limited liquidity, and the need for them to hit.

Now consider that each year there will be another enticing free agent (private deal) that you might want to act on.

Yeah, see the problem…

So instead of doing that, consider this…

The Solution

If you hear nothing else hear this: The more successful you become the more attractive (on the surface) the opportunities in front of you are.

Here is an example in my own life:

• At 18, just after signing, I was presented with a once-in-a-lifetime opportunity to invest in a sports complex near my house. The truth was it wasn’t a once-in-a-lifetime opportunity yet to me with limited deal flow it felt like it.

• At 33, I see 5 deals a month that blow that deal at 18 out of the water. Yet, I don’t entertain 99% of them.

My guiding light is to always be talking about what I am doing next.

I tell you this because I believe that my greatest successes are in front of me.

My guess is many of you reading this newsletter feel the same way (or you wouldn’t be reading this trying to get better).

Well if that is the case consider the path I mentioned above:

Success ➡️ Opportunities ➡️ Networks ➡️ Conversations ➡️ Investment Opportunities

So if you believe you will have future success, there is no need to rush.

There will always be another great investment.

Start slow my friends, build your plan first, and then implement your portfolio.

Now let me show you how you can supercharge the private investments you make…

The Leverage

The most successful people I come across have a unique advantage.

They know one thing better than anyone else.

It could be anything from hitting a baseball to developing software.

Now consider this question:

Do your private investments leverage your unique advantage?

1. Level one is you are a capital provider.

You add no value outside of your money.

2. Level two is you are a network builder.

You add capital and you can make introductions.

3. Level three is you have a unique advantage.

Your skillset allows you to identify or further push an investment along.

For me, the only private investments I am looking to make are level three investments.

Just adding capital is where I started but today I have unique advantages that I want to leverage.

That my friends takes time.

Yet remember, there will always be another investment.

So take your time, find your advantage, and then make level three investments.

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The beautiful thing about investing is you don’t have to sign every free agent (private deal).

Heck, you could wait years or even decades before signing the big deal.

Just remember that when you do invest, you might not be able to make another one the next year.

So find things that provide you an unfair advantage.

Until next time my friends…

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A Money Question

What is one private deal that hit and one private deal you regret? 

Respond to this email and let me know!

You see investing is all about positioning your chips (capital) in your favor.

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3 Ways I Can Help You

💰 Schedule an introductory call with Moment. We help athletes, entrepreneurs, and key employees build and protect wealth.

📹 Check out my YouTube channel. A safe place to get smarter with your money.

📷 Interact with me on Instagram. Where I provide bite-sized daily content to level up your money game.

Moment Private Wealth, LLC is a Registered Investment Advisor, located in the State of Missouri. Moment Private Wealth provides investment advisory and related services for clients nationally. Moment Private Wealth will maintain all applicable registrations and licenses as required by the various states in which Moment Private Wealth conducts business, as applicable. Moment Private Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or under an applicable state exemption or exclusion. Nothing in this content is intended to be, and you should not consider anything in this content to be, investment, accounting, tax, or legal advice.