Mountain Disruptor, the third portfolio in the series ,was created in January of 2023. This portfolio is ideal for investors seeking total return and growth-oriented investment with a long-term horizon who embrace disruption as the path to superior returns. This third portfolio in our series combines eighty percent total return with the Repair Strategy, twenty percent aggressive growth including Innovation Powerhouse plus and adding an alternative dividend component with structured credit increasing current cash flow.

The Mountain Disruptor portfolio represents a bold, high-conviction allocation designed for investors seeking aggressive exposure to transformative innovation while incorporating strategic stability and income elements. It combines: ETFs from our Innovation Powerhouse selection, delivering targeted exposure to cutting-edge technologies, disruptive themes, and emerging growth drivers that are reshaping industries—from AI and robotics to next-generation tech ecosystems.
The closed-end funds (CEFs) drawn from our Repair Strategy approach, which focuses on opportunistic, value-oriented positions in the S&P 500 universe. These provide enhanced yield potential and tactical "repair" mechanics to optimize risk-adjusted returns in core large-cap segments.
An alternative Credit component, adding a layer of structured credit and alternative fixed-income exposure for diversification, downside buffering, and additional income generation amid volatile equity markets.

The result is a dynamically balanced yet powerfully disruptive portfolio—symbolizing the resilience and ascent required to conquer peaks in uncertain terrain. Like scaling a formidable mountain, the Mountain Disruptor strategy navigates innovation's steep climbs with fortified foundations, aiming to deliver outsized growth potential while managing drawdowns through thoughtful credit and income repair overlays.