Confused About Starting? Here's Your Simple First Step 📈

Hey there,

• "I want to invest, but I don't know where to start..."

• "There's so much information; I'm completely lost..."

• "What should I do first?"

I get these messages every day from people just like you. And I get it—the stock market can feel really overwhelming when you're just starting out. But don't worry, I'm going to make this super simple.

The Two-Account Strategy for New Investors

Here's what I recommend: Open two separate brokerage accounts to keep your investing and trading completely separate.

Let's use an example with $50,000:

Account #1: Your Long-Term Investment Account (90% = $45,000)

• Purpose: Safe, steady, long-term growth

• What to do: Put it in an S&P 500 index fund or automated investing account

• This money is basically on autopilot

• Set it and forget it - this builds your wealth steadily

Account #2: Your Learning/Trading Account (10% = $5,000)

• Purpose: Learn trading with a manageable amount

• What to do: Keep it in cash until you learn our basic patterns

• This is your "learning money."

• Even if you made mistakes while learning, your main wealth (the $45,000) stays safe

You can even start more conservatively with a 95/5 split:

• Account #1: $47,500

• Account #2: $2,500

Why Two Separate Accounts Works

• Keeps your main wealth protected while you learn

• Prevents emotional decisions with your long-term money

• Creates a clear mental separation between investing and trading

• Makes it easier to track your trading progress

Your First Action Steps

1. Open two separate brokerage accounts

2. In Account #1: Invest in an S&P 500 index fund or set up automated investing

3. In Account #2: Keep the money in cash until you learn our basic patterns

As you gain experience and confidence, you can adjust the ratio:

• Year 1: 90/10 split

• Year 2-3: Maybe 80/20

• Year 4+: Could go to 70/30

• Year ##, maybe you can do all on your own

That's it. No complicated strategies. No fancy terms. Just a simple, solid foundation with clear separation between your long-term wealth and your trading education.

Once you've opened your accounts, complete this survey and from your answers. I'll help you with your next step.

Trading Success,
Valentine

P.S. Remember, everyone starts somewhere. Taking small, simple steps is better than being paralyzed by too many options.

[Risk Disclosure: Trading stocks carries substantial risk. Past performance is not indicative of future results. Start small and learn gradually.]

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