PLEX Portfolio

Key Topics (live workshop — full 106-min transcript captured)

• Format: hands-on portfolio WORKSHOP (not a lecture) — members share M1 screens live; coaches walk each pie reading quantity / price / % of portfolio and re-tag holdings by Core Role.
• Scaling recap: prior week combined Velocity assets + PLEX; this call checks how members are doing with that combination before the live reviews.
• Moving Income Amplifier → M1 / PLEX: contact M1 directly (named contact: Luke) to hold an existing Income Amplifier (~6 funds) alongside the ~23-fund PLEX. M1 will NOT move holdings between accounts or merge pies automatically.
• M1 Smart Transfers & priority: reorder Smart Transfer rules to control funding order (e.g. when the safety buffer funds); tie the ordering back to your stability protocol.
• PLEX Portfolio Analyzer: use the tool to see what needs adjusting and rebalance allocations over time.
• "Core Roles" framework: Bedrock / Growth / Income / Stability / Liquidity-Cash. Members assign each holding a role (Stability and Bedrock can be set to 0); coaches review the mix live.
• CENTRAL COACHING LESSON — more Bedrock: most reviewed portfolios were over-weighted in cash-flow tickers and light on Bedrock. "What actually builds your wealth is having more Bedrock." Build Bedrock up FIRST for stability, then layer in cash flow.