Story Highlights

  • Two simple words: “happy rich.”
  • Our experts tell us what this means to them.
  • Most importantly, we want to know what it means to you!

Last week, the whole Winning Investor Daily team got together for two days to discuss our vision for the new year.

I have to tell you: We’ve got a lot to look forward to in 2020!

Today, I’m sharing the collective vision that all of us — Matt Badiali, Chad Shoop, John Ross, Charles Mizrahi, Anthony Planas and our behind-the-scenes team — have for you.

It’s a simple concept. Just two words: “happy rich.”

You see, we’re here because we want to help you pocket real wealth with your investments.

But that isn’t all.

We want you to be happy.

Plenty of rich people are miserable. (Plenty who aren’t rich are miserable too!)

But what does that look like?

To start that conversation, I asked each of our experts what “happy rich” means to them.

Be sure to read on so you can tell us what it means to you to be happy rich!

Here’s what our experts said.

What Does “Happy Rich” Mean to You?

Real Wealth Strategist Editor Matt Badiali:

“Happy rich” means having peace of mind. Being rich isn’t just about cash in the bank. It’s about being satisfied, being fulfilled in life. 

I don’t need to be Warren Buffett to feel rich. When I take my family out for a nice dinner, I’m rich. When I can watch my daughter play softball, I’m rich. When I can help my grandmother with her medical bills, I’m rich. When I can give my time to a good cause, I’m rich. When I can help you find what makes you rich, I’m rich. And all those things make me happy. That’s how I’m happy rich.

Chartered Market Technician Chad Shoop:

Being “happy rich,” to me, means not having to worry about money. It’s that simple.

My family doesn’t do outlandish things, but we like to do a lot. My son loves going to NHL and NFL games, and my daughter wants to travel the world. Being able to do the stuff they enjoy doing is what being happy rich is for me.

Apex Profit Alert Editor John Ross:

“Happy rich” is a simple concept for me: satisfaction in what was, what is and what’s to come. 


 Alpha Investor Report Editor Charles Mizrahi:

“Happy rich” = freedom.

When you have money, you are free to do what you want, when you want. Money provides freedom.

Internal Analyst Anthony Planas:

“Happy rich,” for me, means moving past financial worries so that I can focus on the things that make my life so fulfilling. Money to me isn’t a tool for chasing material things. But growing my nest egg gives me the peace of mind at night that no matter what the future brings, I can provide for my loved ones. Everything is going to be OK.

And I think that’s why I can fully enjoy moments with my friends and family, or my downtime with a day on the water.

And here’s what it means to me:

“Happy rich” isn’t a dollar amount. I don’t need (or even particularly want) to be a multimillionaire. I feel happiest — and richest — when I have new experiences. Buying a fancy car, a huge house or the latest gadget just isn’t important to me.

Having enough financial security to travel, see new cities and countries, go to plays and concerts — that’s my definition of happy rich.

The luxury of free time — to travel, to volunteer with a local animal rescue, to see my family and friends regularly and to have balance in my life — is what makes me feel both happy and rich.

Now it’s your turn!

If we’re going to help you get happy rich in 2020, we need to know what it means to you.

So please, send us a quick email to let us know! Or you can leave a comment below.

Watch Our 4 YouTube Videos!

We have more great content to share this week!

  • John Ross’ eight-minute video, “Grab 166% Profits on Lithium Stocks’ Crash.”

  • Anthony Planas’ 11-minute Marijuana Market Update, “Aphria & OrganiGram Report — What It Means for You; Planet 13 Stalls Out.”

  • Chad Shoop’s new 18-minute Bank It or Tank It video, in which he examines the cloud storage tech stock MongoDB Inc. (Nasdaq: MDB).

  • And Charles Mizrahi’s seven-minute video, “How to Evaluate a Company Before You Invest: Balance Sheets [Part 3 of 3].”

Check out the articles below if you missed any of our experts’ advice this week.

Good investing,

Kristen Barrett

Senior Managing Editor, Winning Investor Daily

OPEC Is Now Obsolete: Oil Crisis Update

You might be surprised to learn how much oil the U.S. imports — and where most of the oil comes from. (Hint: It’s not OPEC.) Matt Badiali reveals the sector you need to be in to profit when oil prices rise this year. (3-minute read)

1 Cloud-Service Stock to Watch in 2020

MongoDB’s early innovations in database software turned the company into one of the biggest names in cloud storage. As it faces greater competition from Amazon and Google, Chad Shoop tells you whether to expect bigger moves from the stock or a steep decline in 2020. (2-minute read)

Forget Tesla’s Rally — Why You Should Sell Lithium Stocks Today

Tesla can’t change the fate of lithium stocks, which are set to fall as much as 13% in the next three months. But, using a proprietary system to identify trade setups, John Ross offers a unique way to turn the decline into triple-digit gains! (3-minute read)

How to Evaluate a Company Before You Invest: Balance Sheets

Charles Mizrahi shows you how to look at a company’s balance sheet to determine if its stock is a good investment. No matter how great a company’s story is … if the business isn’t financially sound, you’re wasting your time. (8-minute read)

Cannabis Rally Alert: 1 Overlooked Stock to Buy Now

It’s earnings season for the cannabis sector. And one company’s reported growth sparked a sectorwide rally. Anthony Planas reveals how to profit from Wall Street’s oversight with this one unnoticed stock! (2-minute read)