One Year. No Auto-Renewal. 100% Access.
The Astute Investor’s Calculus Inner Circle is your all-access pass to high-conviction research, mathematically optimized portfolios, and a growing investor community.
✅ What You Get
✔️ Access for One Year — No Auto-Renewal
Pay once, get full access for 12 months. You can choose to renew manually at the end of your term. No ongoing billing. No surprises.
At less than the cost of your daily coffee, this isn’t an expense. It’s an investment in long-term wealth, backed by research, experience, and skin in the game.
✔️ All Four Investment Portfolios
- Small-Cap Value Portfolio – Focused on deep value opportunities where the market has overlooked quality.
- Dividend Fortress Portfolio – Built for consistent income and compounding using growing dividend payers.
- Dynamic Core Hedge Portfolio – A smart, all-weather portfolio blending value, momentum, gold, and Bitcoin.
- Rapid Wealth Compounder Portfolio – An Income Factory-based strategy designed to generate large monthly cash distributions through CEFs, ETFs, and bank loan funds. These distributions are then reinvested to accelerate compounding and long-term growth.
✔️ Mathematically-Optimized Portfolio Structure
Each portfolio is engineered to maximize long-term growth while minimizing volatility, using proven methods like the Kelly Criterion and Shannon’s Demon.
✔️ Research Posted Regularly (and Delivered by Email)
New reports, screens, and research notes are added exclusively for Inner Circle members and sent directly to your inbox.
✔️ Skin in the Game
Every one of the Inner Circle portfolios has my personal capital invested — so our incentives are aligned. I only recommend what I own.
✔️ Member Discounts + Freebies
Inner Circle members receive exclusive discounts on all investing merchandise, and future products in the Astute Investor’s Calculus shop.
You’ll also get complimentary access to new guides and ebooks, plus first access and deep discounts on upcoming investing courses.
💡 Perfect For:
- Long-term investors who want actionable, independent insights
- Professionals looking to replace overpriced money managers
- DIY investors ready to build a resilient, compounding portfolio
- Anyone who values trust, transparency, and no hidden charges
🚫 No Recurring Billing
This is a one-time purchase. Your membership will expire after 12 months unless you choose to renew manually. We believe in freedom and transparency — not lock-ins or auto-charges.
Pricing Policy:
This membership is priced fairly based on the value provided and the capital I personally invest in these strategies.
No discounts, promotions, or coupons are offered — now or in the future. This ensures that all members are treated equally and that the price reflects the integrity of the research and portfolios provided.
Terms and Conditions
- This membership is for educational and informational purposes only. It does not constitute investment advice, and I do not provide personalized financial recommendations. Investing involves risk, including the potential loss of capital.
- You acknowledge that you are either a sophisticated investor or are working with a qualified financial advisor. You are solely responsible for any investment decisions you make based on the ideas or research shared through this membership.
- I do not know your personal financial situation and cannot account for your individual risk tolerance, tax position, or investment horizon.
- Past performance is not a guarantee of future results. My investment ideas are intended for long-term horizons (5+ years). If your goals are short-term or speculative in nature, this membership may not be suitable for you.
- While I invest my own capital in these strategies and take great care to ensure accuracy, I may occasionally make mistakes. Your use of this information is at your own risk.
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No refunds. Please evaluate carefully whether this membership is a good fit for your investment style and time horizon before purchasing. To avoid lock-ins, there is no auto-renewal. Your access will remain active for 1 year from the date of purchase. If you wish to extend your access after that, you may purchase a new membership at that time.
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