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Week 8: Trinity Portfolio & Futureproofing

The Axe Method Financial Literacy Curriculum

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🎯 Learning Objectives

  • - Understand how to build a balanced, beginner-friendly portfolio
  • - Learn what diversification means and why it matters
  • - Discover how to protect your wealth from chaos
  • - Use the Trinity Portfolio structure with real assets

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💼 What’s the Trinity Portfolio?

  • A 3-part wealth strategy:
  • 1. Growth (stocks)
  • 2. Income (dividends)
  • 3. Real Assets (inflation protection)

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  • It’s simple. It’s balanced. It builds lasting wealth.

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🧠 Real-World Example

  • Portfolio = $1,500
  • - $500 in SCHD (growth)
  • - $500 in JEPI (income)
  • - $500 in NLY (real assets)

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  • Each asset plays a role: growth, cash flow, and protection.

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⚖️ Why This Works

  • - SCHD = High-quality dividend stocks
  • - JEPI = Monthly income through covered calls
  • - NLY = Real estate exposure, high yield

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  • Together? Resilient, diverse, and long-term powerful.

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✍️ Guided Activity

  • 1. If you had $1,500, how would you split it between:
  • - Growth (SCHD)
  • - Income (JEPI)
  • - Real Assets (NLY)?

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  • 2. What’s one reason for each allocation?

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🧠 Mini Glossary

  • - Trinity Portfolio: Mix of growth, income, and protection
  • - Drawdown: Temporary dip in value
  • - Rebalancing: Adjusting portfolio back to target mix
  • - Diversification: Spreading risk across asset types

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🧨 Weekly Challenge

  • Build a simulated Trinity Portfolio using your brokerage watchlist.
  • Track its performance for 30 days.
  • Note how each part contributes over time.

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🗣 Journal Prompt & ✅ Recap

  • Journal Prompt:
  • “What’s one small investment I can make this month that my future self will celebrate 10 years from now?”

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  • ✅ Recap:
  • - You don’t need 50 stocks — just 3 smart ones
  • - SCHD, JEPI, NLY = balance + strength + future-proofing
  • - Wealth isn’t built overnight. It’s built on purpose

The Axe Method™ – Educational Use Only | © EveryDayOneDesigns | Do Not Duplicate or Resell