My name is Jason, and I’m not a Wall Street pro. I’m a teacher with a side hustle fixing guitars. But in 2021, I cracked the code to consistent investing success. While others chased Dogecoin and AMC, I quietly grew my portfolio 400% using strategies anyone can copy. Here’s my playbook.
Rule 1: Invest in “Boring” Cash Flow Machines
I started with dividend aristocrats—companies like Johnson & Johnson (JNJ) and Procter & Gamble (PG) that have raised payouts for 50+ years. Why?
- Stability: These stocks barely blinked during the 2022 crash.
- Compounding: Reinvested dividends turned my 10kinitialstakeinto10kinitialstakeinto16k in 3 years.
My move: Used The Automated Wealth Blueprint to screen for stocks with <60% payout ratios and 10%+ dividend growth.
Rule 2: Bet on Megatrends, Not Hype
I ignored NFTs and AI mania. Instead, I focused on sectors with decades of tailwinds:
- Aging populations: Bought UnitedHealth (UNH) and AbbVie (ABBV).
- Green energy: Added NextEra Energy (NEE) and Brookfield Renewable (BEP).
Result: These stocks surged 45-120% while “hot” picks like Coinbase crashed.
Rule 3: Automate, Automate, Automate
Emotions sink portfolios. I used two tools to stay disciplined:
- Dollar-cost averaging: Invested $500/month, rain or shine.
- VIP Indicators: Got alerts for undervalued sectors and overbought stocks.
Key win: Avoided the 2022 tech crash by rotating into energy when VIP flagged oil’s breakout.
Rule 4: Protect Gains Like a Guard Dog
I never let a winner become a loser:
- Trailing stop-losses: Set 25% triggers on all positions.
- Tax harvesting: Offset $8k in gains with losing trades using Tax Loss Mastery, a tool that automates IRS-friendly strategies.
Saved my portfolio: Exited Meta (META) at 240beforeitplungedto240beforeitplungedto88.
Rule 5: Stay Poor… Until You’re Rich
I reinvested every dividend and side hustle dollar. Even $50/month matters:
- 2021: $25k starting.
- 2022: Added $12k from tutoring gigs.
- 2023: Hit $100k by compounding at 18% annually.
How to Copy My Strategy (Even With $500)
- Start with dividends: Put 50% into SCHD (Dividend ETF).
- Add megatrends: 30% into XLK (Tech) and XLV (Healthcare).
- Automate the rest: Use The Automated Wealth Blueprint to pick stocks and VIP Indicators to time entries.
- Lock in tax wins: Let Tax Loss Mastery optimize your IRS bill.
The Math That Made Me $75k
- Starting capital: $25k
- Monthly additions: $500
- Annual return: 18%
- 3 years later: $100,372
3 Mistakes That Almost Sank Me (Don’t Repeat These)
- Trying to day-trade: Lost $3k in weeks before switching to dividends.
- Ignoring taxes: Owed $11k in 2021 until I found tax tools.
- Overcomplicating: Simple ETFs outperformed my stock picks.
Your Turn to 4X
- Open a brokerage account (takes 10 minutes).
- Automate $100+/month into SCHD and XLK.
- Learn the rules: Master tax hacks with Tax Loss Mastery and stock picks with The Automated Wealth Blueprint.
The market doesn’t care about your degree or connections. It rewards discipline. Start today—your future self will thank you.
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