Combined Program
2 Gray Beards Total
Total covers both programs in full — the Original $250,000 portfolio built for the investor who wants rigorous macro guidance without complexity, and Squared, the $1,000,000 account for those who want to run harder. The same weekly discipline. Two different mandates.
Rules
- No leverage.
- Minimum 20% allocation to equities.
- Maximum 80% allocation to equities.
- Trades executed only after subscribers receive orders via email or video.
- Simple, long-only option strategies.
Goals
- Keep the account safe. This is not a hedge fund.
- Keep volatility of returns low.
- Maintain a diversified portfolio.
- Compound at a reasonable rate above risk-free cash returns.
- Keep your money working without risking the principal invested.
Rules
- No minimum or maximum allocations to any asset class.
- Maximum leverage of 2.5× on a total portfolio basis.
- Trades executed only after subscribers receive orders via email or video.
- More complex option strategies.
Goals
- Keep volatility of returns low.
- Maintain a diversified portfolio.
- Compound at a reasonable rate above risk-free cash returns.
- Keep your money working without risking more than a predetermined percentage of principal.
A standard brokerage account is sufficient to follow Squared, but a futures account is strongly recommended — leverage is most efficiently deployed through futures and options on futures. If you can't calculate futures/cash basis equivalence and sizing parameters quickly and accurately, open one before you start.
2 Gray Beards Total
Gains access to both portfolios
2 Gray Beards Original
2 gray Beards Squared
Rules
1. No leverage.
2. Minimum 20% allocation to equities.
3. Maximum 80% allocation to equities.
4. To only trade after giving subscribers the orders via email or video.
5. Simple, long only, option
1. No minimum or maximum allocations to any asset class.
2. A maximum leverage of 2.5x on a total portfolio basis.
3. To only trade after giving subscribers the orders in the video or after sending them an email with the trade and reason.
4. More complex option strategies.
Goals
The aims of this portfolio are:
1. To keep the account safe. This is NOT a hedge fund which tries to speculate.
2. To keep volatility of returns low.
3. To keep a diversified portfolio.
4. To compound at a reasonable rate, but above risk free cash returns.
5. To “keep you rich” or to keep your money working for you without risking the principal
invested.
The aims of this portfolio are:
- To keep volatility of returns low.
- To keep a diversified portfolio.
- To compound at a reasonable rate, but above risk free cash returns.
- To “keep you rich” or to keep your money working for you without risking more than a pre-determined percentage of the principal invested
