Last weekend, Mary and I went to Beverly Hills to visit her good friend, a wealthy lady, Jenny. Their villas are worth around 25M and are very luxurious. Jenny was nice to us and let the maid prepare coffee, fruit and snacks for us.
After talking about work, Mary hopes that Jenny can provide some advice on investment and financial management. Jenny is also very refreshing. So we talked for the next 3 hours and then Jenny invited us to dinner.
At first, Jenny said, her husband gave her 2M and asked a surrogate to help.
Later, the agent provided Jenny with several plans, and Jenny conducted various investigations. The final scheme is a 5:3:2 scheme.
Its content is roughly:
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Jenny selected 3 start-up technology companies in the San Francisco Bay Area for investment, accounting for 50% of the funds;
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Jenny invests in stocks of growth technology companies, accounting for 30% of the funds;
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Jenny has invested in stocks of large companies, including stocks of Internet communication technology, biotechnology, and consumer companies, accounting for 20% of the capital.
Six years later, one of the start-up tech companies Jenny invested in the San Francisco Bay Area is doing very well, and the stock price has performed very well after going public. Jenny received $15 million through this investment. About half of the remaining 30% and 20% are relatively profitable, some are moderately profitable, and some are losing investments. But overall, Jenny's total market value is around 20 million.
Jenny's broker is a private wealth advisor and is very professional.
This is the best investment plan I have ever seen. What kind of investment solutions have you seen?
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