IX Wisdom Elite
Combining 3 services within IX Wisdom Elite
The following 3 services and details are all included in the price of IX Wisdom Elite either on a lifetime (where shown) or on a 12 month rolling basis.
1/ IX Forum Wealth Building Products
- Lifetime access to STOAT
- FoXes selective data feeds
- EaGLES selective data feeds
- Lifetime access to Retirement Income Modeller
- Lifetime access to Compound Calculator
- Lifetime access to Savings and Investment Planner
- IX Casino product and trading awareness
2/ IX Wisdom Investment Learning Platform
12 months access to IX Forum's financial learning wisdom portal. With over 50+ videos of Financial wisdom classes and insight includes the following leveraging IX Forum products as part of your investment wealth and wisdom building:
General Principles
- Grand Picture Portfolio Thinking
- Trading vs Investing
- Broker set up and a strong Prompt to talk to both AI and IXF Community
Tax Wrappers
- SSAS Small SelfAdministered Schemes pension scheme and Ltd company
- Short Intro to IXF Retirement Income Modeller
- SSAS Worked Example (Thrifty Theo Theo, his Ltd, and its SSAS) in IXF Retirement Income Modeller V1.0
Index Funds
ETFs and Stock Indices
Diversification
- Diversification #1 Principles of portfolio diversification
- Diversification #2 Warren Buffett
- Simulation of Portfolio Balancing through Diversification
Position Building
- Position Building Strategies #1 to #5
Options
- Options Introduction
- Options Training Session #1 and #2
- Wheel Strategy 10 Ticker Analysis within STOAT (STocks and Options Analysis Toolkit)
- Understanding Options Pricing and Parameters Black Scholes
Gold and Silver
- Gold, Silver and Miners ETFs
Property Considerations as an Investment or as a Business
- PenOnly some fundamental considerations concerning rental property as an investment
- UK Property vs UK Inflation
- Intro to S24 Tax and Property Investment Returns according to Salary Income
- Tax S24 and the Property Portfolio Passive Investor or Business Landlord
- S24 and Property Portfolio Scale
- S24 and Property in a Ltd Company
GiBBonS (Gilts, Bunds, Bonds Selector)
- Introduction to Gilts
- Gilts Session #2 #4
- Bond Plotter, US Bonds, German Bunds, Corporate Bonds
Cryptoassets
- Crypto Basics
IXF Casino Considering Sequential Investments or Trades
- IX Casino Introduction
- Sequence of Returns Risk (SORR) IX Casino
Calendared Economic Data Events and Event Screeners IXF FoXES and IXF EaGLES
- Calendared Economic Data Events and Event Screeners why bother?
- FoXES Overview
- FoXES (ForeX Event Screener) Introduction
- EaGLES (Earnings and Growth Level Event Screener) Introduction
VIP Sessions
Module status:
- VIP July 2026 Macroeconomic and Investment Overview —
- VIP June 2026 Strategies for managing personal finances and investment portfolios
- VIP May 2026 Macroeconomic outlooks, portfolio construction strategies,integration of AI tools in investment processes —
- VIP April 2026 Risk, cognitive biases, and their impact on financial decisionmaking
- VIP March 2026 Options Strategies and Risk Management —
- VIP Jan 2026 Investment approaches for 2026 —
- VIP Dec 2025 STOAT platform for managing options trading strategies
- VIP Nov 2025 Property rental reforms, Interactive Brokers (IBKR) data integration with STOAT
- VIP October 2025 Cryptocurrency, macroeconomic factors, and portfolio strategies
- VIP Sept 2025 STOAT Overview
- Sept 2026 Bonds Intro and discussions and awareness of IX Elite package
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- Sept 2026 Bonds Intro and discussions and awareness of IX Elite package
3/ Live monthly live online member sessions for 12 months
Previous topics include:
- Macroeconomics
- Stocks
- Options
- FX and news related investing
- Emotions
- Gold / Silver / Oil
- Crypto
- Property
- Portfolio planning and strategy
- Retirement model planning
- Guest speakers and various other investment topics
