Launches September 4th

Pre-order now for $27 and get 2 bonuses instantly

Market Hustle Portfolio Hub + The 2026 Financial Roadmap Worksheet & Quick Money Wins

Price goes up to $37 at launch

Lock In $27 and Get Both Bonuses Today!

Go From Owning Investments to Understanding Your Portfolio

Learn what bonds, gold, international stocks, REITs, dividend strategies, and other major options are actually meant to do so you can decide what belongs in your portfolio and why.

You already did the hard part: you started with a broad index fund.

Now take the next step without copying someone else’s portfolio or spending years piecing together conflicting Reddit threads and YouTuber opinions.

Build a system you understand and make your own investing decisions with confidence.

Lock In $27 and Get Both Bonuses Today!

Hey, I’m Josh

I’ve spent years teaching people to buy simple index funds, make investing a habit, and play the long term ownership game. 

That foundation still works.

But “just buy the S&P 500” doesn’t answer every question that comes next.

What belongs beside your core fund? What role can bonds, gold, international stocks, or income investments play? And how do you know whether adding something actually makes your portfolio better?

Most investors are left piecing together answers from Reddit, YouTube, and people following completely different strategies.

I created Beyond the S&P 500 to explain the next layer in one place without handing you another portfolio to blindly copy.

By the End of This Guide, You’ll Be Able To:

Pre-Order Now for Just $27

(Price goes to $37 on launch day, September 4th. Your copy is delivered that morning.)

  • Look at your portfolio and understand where your money is actually invested.

  • Spot when two funds own many of the same companies and aren’t giving you the diversification you expected.

  • Explain the purpose of every investment you own and recognize when something doesn’t have a clear reason to be there.

  • Compare bonds, international stocks, emerging markets, small-caps, dividends, REITs, cash, gold, and other options without relying on someone else’s opinion.

  • Understand the tradeoffs behind covered-call funds, momentum strategies, thematic funds, crypto, and individual stocks before investing in them.

  • Decide how much room (if any) a new investment deserves without putting the rest of your portfolio at risk.

  • Understand which investments may fit better inside your Roth IRA, 401(k), or taxable account.

  • Build an allocation you can stick with and know when it actually needs to be adjusted.

  • Decide whether you need to diversify beyond the S&P 500 at all.

The goal isn’t to give you another portfolio to copy.

It’s to help you understand your options well enough to build and manage your own.

Lock In $27 and Get Both Bonuses Today!

My Guarantee: Read the whole guide. If it doesn't change how you build your portfolio, reply to any email within 60 days and I'll refund your $27 and you keep both bonuses. 

How long is the guide?

It will be around 100 pages and designed to be actionable rather than just read. Most chapters end with a decision rule or a short exercise you run on your own portfolio. You're not reading 100 pages about diversification. You're working through your own portfolio as you go.

Is there a print version?

It digital only and that's on purpose. The guide is built to be used with your brokerage open. It links directly to the free tools I use for checking fund overlap and sector weightings and the exercises walk you through researching ETFs as you read. A printed copy would turn a working guide back into a book. That said, it's a PDF, so if you want paper in your hands, you're welcome to print your copy.