Portfolio of Wisdom
A monthly investment strategy library built for every market condition, so you always know how your portfolio should be positioned.
$20/month · Cancel anytime · Full library access from day one
THE PROBLEM
Most people don't know how to adjust their investments when the market changes.
They get one financial plan... maybe... and then try to stick with it through recessions, oil shocks, rate cycles, and everything else. The market doesn't stand still. Your portfolio shouldn't either.
Market drops and you don't know what to do
Should you hold? Rebalance? Buy more? Sell everything? Most investors freeze or panic. Following the voices of the day. Worried and confused.
Inflation is eating your retirement savings
A portfolio built for 2020 is not built for 2026. The environment changed. Life events happen. Most portfolios did not adjust in a meaningful way.
Getting closer to retirement with no income strategy
Growth investing got you here. It won't get you through 30 years of retirement. You need a different model.
THE SOLUTION
A living library of investment strategies. One for every environment.
Portfolio of Wisdom gives you a professionally built portfolio model every month, tailored to what the market is actually doing right now. Each one tells you what to own, why it belongs there, and when to adjust.
INSIDE THE LIBRARY
Here are four examples of portfolios already in the library. and a new one drops every month.
Here's a sample of what's waiting for you the moment you join.
IS THIS FOR YOU?
Portfolio of Wisdom is built for people who are serious about retiring well.
You're 5-15 years from retirement
You're starting to think about income, not just growth — but you're not sure how to make the shift. This shows you exactly how.
You're already retired
You need a strategy that generates income without destroying your principal. The distribution model was built specifically for you.
You want a second opinion on your investments
You have a 401(k) or brokerage account but you're not sure if it's positioned right for the current environment. Now you have a reference.
You're a business owner building wealth outside your business
Your business is not your retirement plan. You need an investment strategy that builds multiple income streams beyond it.
MEMBERSHIP
Simple pricing. No long-term commitment.
Monthly Membership
Portfolio of Wisdom
$20
per month · billed monthly · cancel anytime
Secure checkout via Stripe · Cancel anytime with one click · No contracts
Monthly Membership
Portfolio of Wisdom
$20
per month · billed monthly · cancel anytime
Secure checkout via Stripe · Cancel anytime with one click · No contracts
YOUR STRATEGIST
Dre Griggs, CFP®, MSAE
I built Portfolio of Wisdom because most people are not sure what if they are making the best use of their money. They recognize when the market is changing that creates opportunities, but they aren't exactly sure what to do when the opportunity comes.
Every portfolio in this library is built the same way I build client portfolios: grounded in current economic data, structured around clear buckets with specific roles, and explained in plain English so you actually understand what you own and why.
If you ever want to take one of these frameworks and apply them directly to your specific situation... your actual numbers, your retirement date, your Social Security strategy. That's what the 1-Hour Financial Health Check is for.
QUESTIONS
Everything You Need To Know.
No, and that's intentional. Portfolio of Wisdom is an educational investment framework library. Each portfolio is a general strategy for a specific market environment. It's designed to give you a strong foundation and help you understand how to think about your investments. If you want personalized advice applied to your specific numbers, the 1-Hour Financial Health Check is the right next step. Book here →
After checkout, you'll receive a welcome email with a link to your member library. You can log in from any device. Every portfolio is there waiting for you... including all previous issues.
A new portfolio drops every month. You'll receive an email notification when it's ready. The release timing varies based on current market conditions. Sometimes early in the month if something significant shifts, sometimes mid-month after data releases.
Yes. There's no contract and no cancellation fee. You can cancel from your account dashboard with one click. You'll retain access through the end of your current billing period.
Not at all. These portfolios are meant to inform how you think about your investments — not to be copied trade-for-trade. Use them as a reference for the direction and reasoning. If you want to know how to implement one in your specific accounts, that's a great topic for a 1-Hour Financial Health Check.
Know exactly how to invest. No matter what the market does.
Every month. Every environment. A clear strategy you can actually use.
Cancel anytime · Secure checkout via Stripe
Portfolio of Wisdom is an educational investment framework published by Obsidian Wisdom. The content is for informational and educational purposes only and does not constitute personalized financial, investment, tax, or legal advice. Past performance does not guarantee future results. All investing involves risk including the possible loss of principal. The portfolios presented are general frameworks and may not be appropriate for your specific situation. Consult a qualified financial advisor before making investment decisions. Obsidian Wisdom is a registered investment advisor. © 2026 Obsidian Wisdom. All rights reserved.