14% Annualized Returns, Diversification, and Tax-Free Growth Potential for Entrepreneurs and Business Owners

 

According to a 2024 study, 78% of entrepreneurs invest their own personal money into their businesses—a strategy that often results in poor diversification and increased risk. The SV Mid-Term Note E is designed to help entrepreneurs like you overcome this challenge.

In today’s article, we’ll explore the Note E’s benefits and share strategies to help you grow your wealth.

 

Diversify Beyond Your Business for Greater Stability

Allocating too much of your portfolio to your own business can create concentration risk and reduce your portfolio’s overall stability. The SV Mid-Term Note E, offering a 14% annualized return, can give you a way to diversify your portfolio.

For instance, imagine an entrepreneur whose business experiences a temporary downturn. Having investments like Note E could provide a steady return to offset those challenges and stabilize overall wealth.

 

Market Volatility Threatens Wealth Stability

Another way the SV Mid-Term Note E can give you stability is through the diversification of its underlying merchant cash advances (MCAs). No more than 1% of the total principal is tied to any single MCA deal, which can help to spread risk across the portfolio.

 

Plus, our expert team keeps a close eye on things, constantly adjusting and optimizing your investments. With our experienced team managing the portfolio, you can focus on your business knowing your investments are being carefully handled.

 

Limited Time for Financial Management

Entrepreneurs often don’t have the time to manage complex investments. The Note E can offer you a hassle-free solution with its two-year lockup and optional rollover.

At the end of the term, you can easily withdraw your principal and interest or reinvest—no extra effort required.

 

 

 

Bonus: Maximize 401(k) Benefits

You can also pair the SV Mid-Term Note E with your Solo or self-directed 401(k). That means you could keep more of your returns by avoiding annual taxes and reinvesting tax-free to grow your wealth faster.

For example, a $50,000 Note E investment has the potential to grow by $14,000 over two years tax-free in a 401(k). For entrepreneurs, this can make the Note E a potentially attractive way to boost retirement savings while staying focused on their own business goals.

 

What Can I Do Now?

The SV Mid-Term Note E can offer entrepreneurs like you potentially high returns, diversification, and tax-free growth. Sign up for a free investor account today to explore the Note E—or take a look at our other investment options.

And remember, refer a friend to Supervest and enjoy a one-on-one portfolio review with our Chief Investment Officer.