As Thanksgiving approaches, it’s the perfect time to reflect on how a thoughtfully curated meal mirrors the ideal investment portfolio. Just like a diverse spread of dishes ensures a satisfying dinner, a mix of asset classes brings balance and resilience to your investments.
At Eppler Capital Funds, we specialize in promissory notes—a dependable “dish” on the table that quietly sustains the feast. But first, let’s explore how each “dish” plays its role in a well-diversified portfolio:
Stocks: The Turkey
Just as turkey is often the star of Thanksgiving, stocks typically dominate a portfolio. They offer growth potential and excitement but can be unpredictable—sometimes overcooked, sometimes just right. For investors seeking steadier, more consistent returns, relying solely on this can leave gaps in the meal.
Real Estate: The Stuffing
Real estate is like stuffing: hearty, reliable, and tied closely to the turkey. It complements the core of your portfolio by providing tangible, long-term growth, but it can take time to prepare and isn’t always easy to manage.
Promissory Notes: The Mashed Potatoes
Here’s where Eppler Capital Funds shines. Promissory notes are like mashed potatoes—steady, comforting, and a vital part of the spread. Unlike volatile stocks or illiquid real estate, these investments deliver consistent monthly income. They provide the reliable base that ensures your financial table remains balanced, no matter what happens in the broader market.
Private Equity: The Cranberry Sauce
Private equity is like cranberry sauce—an exciting addition with the potential for bold, sweet returns. It’s a smaller portion of the portfolio but adds valuable flavor, complementing the larger meal.
Bonds: The Gravy
Bonds, like gravy, help smooth things out. They provide stability and mitigate risk, but by themselves, they’re not enough to satisfy your financial appetite.
Dessert: Sweet Financial Goals
Every portfolio, like every Thanksgiving meal, should end on a sweet note. Whether your goal is a comfortable retirement, a legacy for loved ones, or financial independence, it’s the reward for a well-balanced financial plan.
Why Promissory Notes Matter
At Eppler Capital Funds, our fund is centered on promissory notes, a strategy designed to provide:
Much like the mashed potatoes at your Thanksgiving table, promissory notes offer a dependable foundation—comforting and consistent, even when other options are less certain. It’s this sense of security that our investors truly value.
— Craig
This Offering is only available to “accredited investors,” as defined by Rule 50l(a) of Regulation D of the Securities Act of 1933, as amended. This Offering is being conducted pursuant to Section 4(a)(2) and/or Rule 506(c) of Regulation D under the Securities Act of 1933, as amended, and pursuant to applicable state laws that provide an exemption for limited private offerings. This Offering is not generally available to the public nor may any offers be made in states or jurisdictions that do not recognize such an exemption.
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