Discover How the Note E’s 14% Annualized Returns Can Shake Up Your Portfolio and Add Diversity to Your Wealth-Building Strategy
Why Shake Up Your Investment Strategy?
Investing the same way for years can start to feel predictable, or even dull. Lower returns, limited diversification, and lack of excitement often leave investors looking for fresh opportunities.
The SV Mid-Term Note E could be the change you’re looking for—with its high-yield potential, it can be a unique option to reinvigorate your portfolio.
What Makes the SV Mid-Term Note E Different?
The SV Mid-Term Note E stands out with its 14% annualized return—that’s over double the yield of a 2-year U.S. Treasury (data as of 1/6/24). And with no fees, the Note E is designed to maximize your returns while keeping things simple.
Imagine an experienced accredited investor accustomed to 6–8% returns through bonds reallocates $100,000 into the Note E. In two years, they could earn $28,000 in interest—injecting fresh energy and growth into their portfolio.
The Note E is backed by a portfolio of merchant cash advances, carefully diversified to reduce risk. No more than 1% of the total funds are allocated to any single MCA, so potential losses from one borrower won’t as significantly impact the overall performance of the note.
Why the Note E Could Suit Experienced Investors
For experienced investors, traditional options like stocks and bonds can sometimes feel a bit uninspiring, offering slower growth and limited potential for meaningful returns. These low-yield assets can fail to meet long-term goals, maybe keeping your ideal retirement fund or dream holiday out of reach.
The Note E’s 14% annualized return could provide the growth your portfolio needs to make those goals a reality, all while being professionally managed to reduce the hassle of active oversight.
Plus, the Note E can also be included in a self-directed IRA, allowing you to grow your wealth tax-deferred or even tax-free.
What Can I Do Now?
The SV Mid-Term Note E can offer experienced investors an exciting way to diversify, potentially earn higher returns, and break free from old or out of date strategies.
Sign up for a free investor account and explore how Note E can help you grow your wealth with confidence.
And remember: if you refer a friend to Supervest, you’ll receive a one-on-one portfolio review with our own Chief Investment Officer.
