DATE: APRIL 1ST, 2023
SPECIAL MESSAGE FROM MY DESK:
Dear Business Partners, Members, and Enrolled Investors:
Congratulations and Welcome!
Lakeview Investment Group, LLC has been undertaking “Great Leap Forward Steps” towards building a good name brand to join the ranks among best-in-class private equity and real estate investment firms. We believe that building trust and strong relationships with Private Partners, Members, and Enrolled Investors is an important mission for any business seeking private capital investment. We stand firmly on our mission & core values: Trust, Transparency, and Integrity. Likewise, building trust and confidence with private investors and lenders has always been my first and top priority since inception. This is my strategic mission and long-term commitment to you.
Because I understand the investors’ needs, I research their investment preferences, criteria, and portfolios. Because I am passionate and confident about my business, believe in my idea, and am prepared to communicate it with enthusiasm and clarity. Because I invest my own money, time, and resources into the business. And because I can demonstrate that my business has a large and growing market opportunity. Here are my unequivocal promises to you:
1. Be Honest and Transparent: I will be open and honest about the risks and challenges facing Lakeview Investment Group, LLC;
2. Follow-Up Promptly: I will follow up promptly to address any concerns and/or questions;
3. Listen to Feedback: Business Partners, Members, and Enrolled Investors may provide feedback or ask tough questions about their investments. I will listen patiently to their concerns and feedback. Accordingly, I am willing to adjust business strategies as I see fit;
4. Establish Regular and Special Communication: Establishing effective and ongoing communication with Members, Enrolled Investors, and Business Partners is crucial for building strong relationships. I am fully committed to transparency and accountability;
5. Share Financial Information: I will provide Business Partners and Enrolled Investors the Quarterly P&L Reports and Annual Financial Statements;
6. Address Concerns and Questions: I will be responsive to ALL Members, Business Partners, and Enrolled Investors’ concerns and questions;
7. Maintain Professionalism: I will maintain a high level of professionalism in my interactions with ALL Members, Business Partners, and Enrolled Investors;
8. Hold Myself Accountable: I will hold myself accountable for meeting the goals and milestones during Monthly, Quarterly, and Annual Meetings. I will also be transparent about any challenges or setbacks, and work to address them proactively;
9. Build a Culture of Transparency: I am fully committed to building a culture of transparency and accountability. I will encourage open communication and honesty among Members and enrolled Investors, Business Partners, and my Office; and foster a culture of continuous improvement;
10. Build a Strong Brand: A strong brand can help build trust and credibility among private investors. I am fully committed to building a good name brand that reflects our mission & core values.
I would look forward to working with you ALL.
Best regards,
Peter Noudaranouvong
DISCLAIMER & LEGAL DISCLOSURES:
Equity Securities Investing, Options Trading, and Alternative Investments involve substantial risks of losses and are not suitable for every person. The valuation of options, stocks, bonds, and real estate investment may fluctuate, and, as a result, clients may lose more than their original investment. The impact of macroeconomics, the Fed’s policy decisions, and geopolitical events are already factored into market prices.
If the market moves against you, you may sustain a total loss greater than the amount you deposited and/or invested in your investment account. You are responsible for all the risks and financial resources you use and for the chosen trading system and/or investment programs. You should not engage in trading and/or investing unless you fully understand the nature of the transactions you are entering into and the extent of your loss exposure. If you do not fully understand these risks, you must seek independent advice from your financial advisor and CPA. All trading and investing strategies are used at your own risk. Any content and publication of Lakeview Investment Group, LLC should not be relied upon as advice or construed as providing recommendations of any kind. It is your sole responsibility to confirm and decide which trades and investments to make. Trade and invest only with risk capital; that is trade and invest with money that, if lost, will not adversely impact your lifestyle and your ability to meet your financial obligations. PAST RESULTS ARE NOT NECESSARILY AN INDICATION OF FUTURE PERFORMANCE. IN NO EVENT SHOULD THE CONTENT AND PUBLICATION OF LAKEVIEW INVESTMENT GROUP, LLC BE CONSTRUED AS AN EXPRESS OR IMPLIED PROMISE OR GUARANTEE.
Lakeview Investment Group, LLC is not responsible for any losses incurred as a result of using any of our trading and investment strategies. Loss-limiting strategies such as stop-loss orders may not be effective because market conditions or technological issues may make it impossible to execute such orders. Likewise, strategies using combinations of options and/or future positions such as “spread”, or “straddle” trades may be just as risky as simple long and short positions. Information provided in this correspondence – OUR BLOG – is intended solely for informational purposes and is obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted.
NONE OF THE CONTENT AND POSTS PUBLISHED BY LAKEVIEW INVESTMENT GROUP, LLC CONSTITUTE A RECOMMENDATION THAT ANY PARTICULAR SECURITY, PORTFOLIO OF SECURITIES, TRANSACTION, OR INVESTMENT STRATEGY IS SUITABLE FOR ANY SPECIFIC PERSON. NONE OF THE INFORMATION PROVIDERS OR THEIR AFFILIATES WILL ADVISE YOU PERSONALLY CONCERNING THE NATURE, POTENTIAL, VALUE, OR SUITABILITY OF ANY PARTICULAR SECURITY, PORTFOLIO OF SECURITIES, TRANSACTION, INVESTMENT STRATEGY, OR OTHER.
Managing and Growing an Investment Portfolio is Vital to Your Bottom Line
Managing and growing an investment portfolio is by no means an easy task but there are logical steps you can take to build one. Some people heavily invest in the stock markets while others concentrate more on real estate investing and other alternative investments. Depending on your specific financial circumstances, goals, and risk tolerance, there are some smart ways to manage and grow your investment portfolio. Essentially, you should start by laying out SMART investment strategies that fit your unique financial situations, objectives, and beliefs. But first, let us dive into the basics.
Smart investment strategies, in a broad sense, refer to approaches that aim to make informed investment decisions to optimize returns while managing risks effectively. They typically involve a combination of thorough research, thoughtful analysis, and disciplined decision-making to build and manage an investment portfolio. Additionally, smart investment strategies may include concepts like asset allocation, diversification, risk management, long-term perspective, and ongoing monitoring and adjustment of the portfolio. The goal is to align investments with individual financial goals, risk tolerance, and time horizons; while considering factors such as market conditions, economic trends, and individual asset performance.
Managing and growing an investment portfolio smartly involves a combination of key principles and strategies. There are some smart ways to manage and grow an investment portfolio in today’s markets.Here are some fundamental practices to consider:
1. Goal-Oriented Approach: Clearly define your financial goals, such as saving for retirement, purchasing a house, or funding a child’s education. Having specific objectives helps guide your investment decisions and asset allocation.
2. Asset Allocation and Diversification: Allocate your investment capital across a diverse range of asset classes, such as stocks, bonds, real estate, and commodities. Diversification helps spread risk and potential returns across different investments, reducing the impact of any single investment’s performance on the overall portfolio.
3. Risk Management: Assess your risk tolerance and develop an investment strategy that aligns with it. Different investments carry varying levels of risk, and understanding your risk tolerance helps you select investments that balance potential returns with your comfort level
4. Regular Portfolio Review: Regularly review your portfolio to ensure it remains aligned with your goals, risk tolerance, and market conditions. Rebalance the portfolio periodically by buying or selling assets to maintain the desired asset allocation.
5. Research and Due Diligence: Thoroughly research and analyze potential investments before committing capital. Assess and evaluate the company’s financials, industry trends, competitive positioning, and growth prospects. This informed approach can increase the likelihood of making successful investment decisions.
6. Long-Term Perspective: Take a long-term view when managing your portfolio. Investing with a focus on the future allows you to ride out short-term market volatility and benefit from compounding returns over time.
7. Cost Management: Pay attention to investment costs, such as management fees, commissions, and expense ratios. Minimizing costs can enhance your investment returns over the long run.
8. Stay Informed and Adaptable: Continuously educate yourself about financial markets, economic trends, and investment strategies. Be aware of changes in market conditions and adjust your portfolio accordingly.
9. Seek Professional Advice: Consider consulting with financial advisors or investment professionals who can provide personalized guidance based on your specific financial situation, goals, and risk tolerance. They can offer expertise and help optimize your investment approach.
Last but certainly not least, keep in mind that investment strategies should be tailored to your circumstances and preferences. What may be considered a smart approach for one person may not necessarily be the best fit for another. It’s advisable to evaluate your goals, risk tolerance, and financial situation before implementing any investment strategy. Ultimately, it is up to you to decide what kind of investment portfolio you want to build. Likewise, it will be your decision and your business.
Written and Updated by Peter Noudaranouvong
A Snapshot of The Risks an Investment Poses at Any One-Time
When it comes to investing, investors know there are risks associated with any asset class. The risks associated with any type of investment can vary depending on several factors, such as the type of investment, market conditions, and economic trends. It’s important for investors to carefully consider these risks as well as their financial situation, risk tolerance, and investment goals before making any investment decisions.
Here are some general risks that investors should be aware of at ANY given time:
1. Market risk: The value of investments can be influenced by changes in market conditions, such as fluctuations in interest rates, inflation, or geopolitical events.
2. Credit risk: This is the risk that the issuer of a bond or other fixed-income investment may default on their obligations, leading to a loss of principal for investors.
3. Liquidity risk: This refers to the risk that an investor may not be able to sell their investment quickly or easily at a fair price.
4. Inflation risk: Inflation can erode the purchasing power of an investor’s assets over time, particularly for investments that are not inflation-adjusted.
5. Currency risk: For investors who hold investments denominated in a currency other than their home currency, exchange rate changes can affect the value of their investments.
6. Regulatory risk: Changes in laws or regulations can have a significant impact on the value of investments, particularly in heavily regulated industries such as healthcare or energy.
7. Operational risk: This is the risk of loss resulting from inadequate or failed internal processes, people, or systems.
While investing in any asset class carries significant risks, Investors should consider diversifying their investments across different asset classes and markets to help manage those risks. Diversification is a key principle of sound investing and risk management. It involves spreading investments across different asset classes, such as stocks, bonds, cryptocurrencies, real estate, and alternative investments. By doing so, investors can reduce their exposure to any single investment or market and potentially mitigate the impact of market fluctuations.
You might want to consider subscribing to some of the most well-known investment research services such as Palm Beach Research Group, the Oxford Club, Jeff Clark Trader, and Stansberry Research. These companies are among the world-class financial research firms that offer analysis and recommendations to investors. Here is a brief overview of each:
1. Palm Beach Research Group: This is a subscription-based research service that offers investment recommendations and analysis on stocks, options, cryptocurrencies, and other assets. The service aims to help investors make profits from emerging investment opportunities, including those in the cryptocurrency space.
2. The Oxford Club: This is a financial research and publishing company that offers investment advice and research through a range of newsletters and publications. The company provides analysis on individual stocks, options, ETFs, and other investment vehicles, with a focus on value investing and income-generating strategies.
3. Jeff Clark Trader: Jeff Clark is the editor of several investment advisories which focus on profiting from options in any market environment. For over 15 years, he edited two successful trading letters for Stansberry Research, The Short Report, and Pro Trader. The strategies in Jeff’s advisories are both conservative and speculative, depending on the situation, to take advantage of short- and sometimes intermediate-term moves in the market. Jeff’s strategy allows you to potentially make money no matter what a stock does – whether it goes up, down, or just stays the same.
4. Stansberry Research: This is a subscription-based investment research service that offers analysis, recommendations, and commentary on individual stocks, sectors, and macroeconomic trends. The company offers several newsletters covering a range of investment strategies, including income-generating strategies, growth investing, and options trading.
It’s worth noting that while these companies offer investment research and recommendations, their advice should be considered alongside other sources of information and should not be relied on exclusively. Essentially, investors should always conduct their due diligence and consult with their financial advisors, CPAs, and/or investment attorneys before making any investment decisions.
Written and Updated by Peter Noudaranouvong
Would It Be Smart Move to Invest in Breakthrough Technologies?
To many investors, investing in promising companies and breakthrough technologies is not only a smart move to make but could potentially amass a fortune along the way. Several breakthrough technologies showed great promise across various fields, like Artificial Intelligence and Machine Learning, Quantum Computing, Gene Editing (CRISPR), 5G Technology, Renewable Energy, Biotechnology, Nanotechnology, and Space Exploration Technologies. However, it’s important to note that technology is constantly evolving, and breakthroughs may have occurred even as of this writing.
Today I want to share some great information about satellite internet projects’ investment opportunities. As of this writing, satellite internet has gained significant attention in recent years due to its potential to provide high-speed internet connectivity to areas where traditional terrestrial infrastructure is limited or unavailable. Several breakthrough satellite internet projects have emerged, creating investment opportunities in this sector. According to my research, there are a few notable satellite internet projects:
First, let’s talk about SpaceX Star-link. Star-link, launched by Elon Musk’s SpaceX, aims to create a satellite constellation of thousands of small satellites in low Earth orbit (LEO). Star-link has already deployed a significant number of satellites and is actively providing beta services in select areas. The project aims to provide global coverage with high-speed internet access. SpaceX has raised substantial investments for Star-link and continues to expand its operations. Investing in SpaceX or related funds could be a way to gain exposure to this project.
Second, I want to talk briefly about OneWeb. It is another prominent satellite internet project that aims to deploy a large constellation of low-Earth orbit satellites. The company faced financial challenges in the past but was acquired by a consortium led by the UK government and Bharti Global Limited. OneWeb plans to provide high-speed, low-latency internet services globally. The company has attracted investments from various entities and is actively deploying its satellite network.
Third, let’s talk about Amazon’s satellite broadband network. Kuiper is an initiative by Amazon to build a satellite internet network using a constellation of low Earth orbit satellites. Although still in the early stages, Amazon has expressed its commitment to investing billions of dollars in this project. Kuiper aims to provide affordable, high-speed broadband services to unserved and underserved communities around the world.
Fourth, Telesat LEO. Telesat is a Canadian satellite communications company planning to launch a Low Earth Orbit (LEO) satellite constellation. The project aims to deliver fiber-like internet services to remote areas and support various e-commerce, e-health, and remote education. Telesat has secured investments from leading companies and governments and is actively developing its satellite network.
As an investor, I am already making a swift move and am diving deeper into Bezos’ new Project. I am talking about Jeff Bezos’ “Everywhere Internet”. You probably wonder why Jeff Bezos? My research indicates he sold off $1.8 Billion in Amazon shares in just three days. According to Forbes.com, Amazon founder Jeff Bezos sold another batch of Amazon stock on Friday and Monday, the third time in a week the outgoing executive has cashed out some of his Amazon shares in a selling spree that has netted him $5.1 Billion after taxes since Monday, May 3, Forbes estimates. My research also indicates he is plowing it directly into supporting a groundbreaking new project that could completely dominate the $1.32 Trillion industry and this new project could very well be Bezos’ NEXT Amazon as it’s set to rip the floor out from the “OLD” Internet…
PLEASE NOTE: I am neither advocating nor recommending our Members to invest in any of these breakthrough technologies.
To ride alongside Jeff Bezos’ next BIG project, or Elon Musk’s SpaceX & AI investments is your decision. Keep in mind when considering investment opportunities in satellite internet projects, it’s essential to conduct thorough research and due diligence. Factors to consider include the project’s technological feasibility, regulatory environment, competitive landscape, financial stability of the company behind the project, and market demand for satellite internet services. Consulting with a financial advisor or investment professional can also provide valuable insights and guidance tailored to your specific investment goals and risk tolerance.
Written and updated by Peter Noudaranouvong
October 14, 2023
What Does it Take To Be a Prudent Investor in Today's Markets?
I do not doubt in my mind that we ALL want to be prudent and smart investors. The caveat is what does it take to be a prudent investor? Especially in today’s markets, where market volatilities are the norm. As more bad news keeps coming out – 2023 – a slowing down US economy, sudden banking crisis and credit crunch, current market turmoil, runaway inflation, and looming recession, it is time we need to pay special attention to the FED’s next move. Because if we don’t we can lose everything, let alone our financial obligations, family relationships, and lifestyle that we adore.
Becoming a prudent investor in today’s markets involves a combination of specialized financial education, well-thought-out strategy, discipline, and adaptability. Here are some steps to consider:
1. Patience and Discipline: Investing is a long-term game and you do not get swayed by short-term market fluctuations. A prudent investor understands that short-term market fluctuations are a normal part of investing and do not represent the long-term potential of an investment. Instead of making hasty decisions based on short-term market movements, a prudent investor focuses on the underlying fundamentals of an investment and considers the long-term prospects of the company or asset. A prudent investor does not react emotionally to short-term market fluctuations but rather makes informed investment decisions based on research and analysis.
2. Risk Management: A prudent investor understands the risks associated with investing. Diversification is an essential risk management strategy to mitigate the risks of investing. By diversifying their portfolio, prudent investors spread their investments across different asset classes, sectors, and geographies, reducing the impact of any single investment on their overall portfolio performance. This helps to lower the overall risk of the portfolio and increase the chances of achieving long-term investment goals.
3. Research and Analysis: Research and analysis are critical components of a prudent investment strategy. Before making any investment decisions, prudent investors conduct thorough research and analysis to identify potential risks and opportunities. They evaluate the underlying fundamentals of a company or asset, including financial statements, competitive position, industry trends, and macroeconomic factors. This helps them to make informed investment decisions based on a thorough understanding of the investment opportunity. Prudent investors also stay up-to-date with the latest developments in the markets and economy, continuously monitoring their investments and making adjustments as needed. By keeping a close eye on their investments and staying informed, they can quickly respond to changes in the market and make timely decisions that align with their long-term investment goals.
4. Long-Term Perspective: A prudent investor has a long-term perspective and understands that investing is a marathon, not a sprint. They do not get swayed by short-term market fluctuations but rather focus on the long-term potential of an investment.
5. Continuous Learning: A prudent investor is always learning and keeping up with the latest developments in the markets. They are constantly looking to improve their knowledge and skills to make better investment decisions.
In summary, being a prudent investor requires a combination of specialized knowledge, discipline, patience, and a commitment to continuously learning and adapting to the ever-changing market conditions. By following these principles, investors can increase their chances of success and achieve their financial goals.
Written and Updated by Peter Noudaranouvong
September 12, 2023
Blockchain Stocks Can Be a Smart Move for Buy-and-Hold Investors if...
Blockchain technology is a decentralized and distributed digital ledger that is used to record transactions securely and transparently. It has the potential to disrupt many industries, including finance, healthcare, and logistics, among others. Blockchain stocks refer to publicly traded companies involved in the development, adoption, or use of blockchain technology. Some examples of blockchain stocks include companies that provide blockchain-based solutions, such as IBM, Microsoft, and Visa. Additionally, some companies are involved in mining cryptocurrencies or providing related services, such as NVIDIA and Coinbase.
If you are a buy-and-hold investor, Investing in blockchain stocks can be a smart move if you believe in the long-term potential of blockchain technology and the companies that are involved in it. However, you should also be aware of the risks associated with investing in any type of stock, such as market volatility, company-specific risks, and regulatory risks.
In my opinion, blockchain stocks can be a smart move for buy-and-hold investors for several reasons:
1. Growth Potential: Blockchain technology has the potential to disrupt many industries, and its adoption is likely to increase in the coming years. As more companies and industries adopt blockchain technology, the demand for blockchain-based solutions and services is likely to grow, potentially leading to higher revenues and profits for companies that provide these solutions. This growth potential can make blockchain stocks an attractive investment for buy-and-hold investors who are looking for long-term growth.
2. Diversification: Investing in blockchain stocks can provide diversification benefits to a portfolio. As blockchain technology can be used across many different industries, there are many different types of blockchain stocks that investors can choose from, such as companies involved in financial services, logistics, healthcare, and more. By investing in a diversified portfolio of blockchain stocks, investors can reduce their overall investment risk and potentially benefit from different growth opportunities.
3. Competitive advantages: Companies that are involved in blockchain technology may have a competitive advantage over their peers due to their expertise in the technology. For example, companies that provide blockchain-based solutions may have a first-mover advantage or intellectual property rights that can protect their market position. This can lead to higher profits and market share over time, potentially benefiting buy-and-hold investors who own these stocks.
4. Regulatory support: As blockchain technology becomes more widely adopted, governments and regulators are likely to become more supportive of it. This regulatory support can create a more favorable environment for blockchain-based companies to operate in, potentially leading to higher valuations and growth opportunities.
Please note that it is always a good idea to know which companies are involved in blockchain stocks if you are considering investing in them. Here are some ways you can find out which companies are involved in blockchain technology:
1. Research online: You can use search engines to research which companies are involved in blockchain technology. Some common keywords to use in your search include “blockchain companies,” “cryptocurrency companies,” and “distributed ledger technology companies.” This will give you a list of companies that are involved in the space, which you can then research further.
2. Use investment tools: Many investment tools and platforms, such as Bloomberg, Yahoo Finance, and Google Finance, have screening tools that allow you to search for companies by industry or sector. You can use these tools to filter for companies that are involved in blockchain technology.
3. Follow industry news: Following industry news can help you stay up-to-date on which companies are involved in blockchain technology. You can subscribe to newsletters, join an investment club, follow industry publications, and participate in online forums to stay informed.
Some examples of companies that are involved in blockchain technology include:
1. IBM: IBM offers blockchain solutions for a wide range of industries, including finance, healthcare, and supply chain management.
2. Visa: Visa is exploring the use of blockchain technology for payment processing and other financial services.
3. Coinbase: Coinbase is a cryptocurrency exchange that allows users to buy, sell, and store cryptocurrencies.
4. MicroStrategy: MicroStrategy is a business intelligence company that has invested heavily in Bitcoin.
5. Square: Square is a financial technology company that allows users to buy and sell Bitcoin through its Cash App.
A prudent investor should keep in mind that investing in individual companies involves risk and requires careful research and analysis. Likewise, it’s important to know that investing in blockchain stocks is not without risk. As with any investment, there are risks such as market volatility, company-specific risks, and regulatory risks. Investors need to conduct their research and seek professional financial advice before making any investment decisions.
Written and Updated by Peter Noudaranouvong
September 8, 2023
