AlphaPlus Wealth Management

04/20/2026

https://www.linkedin.com/posts/alphaplus-wealth-management_the-return-gap-strategy-vs-salary-activity-7451981109283975169-p2ma?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAE8OlABtDtzztCBUhvdp4YhntRJgYfYeyE

The Return Gap. Strategy vs Salary

04/20/2026

AlphaPlus Wealth Management LLC – Portfolio Performance Overview
Since inception in December 2021 through April 2026, the AlphaPlus managed portfolio has delivered strong and consistent growth, reflecting the effectiveness of our active investment strategy and disciplined risk management approach.
Starting with an initial investment base, the portfolio has grown to a Net Asset Value of $325,913.75, representing a total return of approximately 225.9% over the period. This performance significantly outpaces traditional market benchmarks, driven by strategic asset allocation and timely investment decisions.

04/20/2026

📊 AlphaPlus Wealth Management – 2026 Performance Update (Q1)
Markets have started 2026 with increased volatility, and Q1 performance reflects a more challenging environment across major indices. Despite this backdrop, AlphaPlus continues to demonstrate resilience and long-term strength.
🔹 Year-to-Date (Q1 2026):
AlphaPlus Portfolio: -1.47%
S&P 500: -4.63%
Dow Jones: -3.58%
Nasdaq: -7.11%
🔹 Past 12 Months:
AlphaPlus Portfolio: +32.05%
S&P 500: +15.9%
Dow Jones: +2.49%
Nasdaq: +23.73%
Russell Index: +24.06%
While short-term market fluctuations are inevitable, our focus remains on disciplined investing, risk management, and capturing long-term opportunities. The portfolio’s relative outperformance year-to-date and strong 12-month returns highlight the effectiveness of our active management approach.
At AlphaPlus, we stay committed to navigating uncertainty while positioning our clients for sustainable growth.
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07/01/2025

2025 Q2 is in:
💪Not All Investment Advisors Are Equal.
At Alpha+ Wealth, we’ve built a track record of outperforming the market:
📌 Year To Date. YTD 📈 51.1%* returns
📌 1-Year Growth: $307K ➝ $461K. 🔥 44.52%* returns
📌 3-Year Growth: $100K ➝ $302K. 📈 202.55%* returns
📌 Our goal: Protect capital. Grow consistently. Beat benchmarks🌐.
📌 Past performance is not indicative of future results.
DM us now to learn how AlphaPlus Wealth can help you grow your future. 💬💸