Video Title: Quant reveals how to outperform in investments
Channel: Lit Nomad
Speakers: Quant (unnamed)
Duration: 00:09:07
Introduction
This video provides investment strategies from a retired hedge fund quant, focusing on outperforming in four asset classes: precious metals, real estate, stocks, and crypto. The strategies emphasize tax optimization and unconventional approaches.
Key Takeaways
Precious Metals (Gold): Buy physical gold (coins or bars) to avoid automatic tax reporting (GLD ETF reports to the IRS). Utilize a network of Wall Street traders for mid-market price trades to minimize losses. Self-reporting allows for strategic tax reporting to minimize capital gains tax on profits and maximize tax credits on losses.
Real Estate: Claim owner-occupancy when securing a mortgage for a rental property to get a better interest rate, then convert it to a rental. Maximize tax deductions (including vacations near the property). Consider creating a "flop house" with numerous small rental spaces to maximize income.
Stocks: Utilize the backdoor Roth IRA strategy to bypass contribution limits and the mega backdoor Roth IRA for even higher contributions via 401k.
Crypto: For US citizens, Puerto Rico is currently the only real crypto tax haven. Non-US citizens can avoid capital gains taxes by selling in countries without such taxes (e.g., Germany, Singapore).
