The Heart Fund

Address

Manhattan, New York

South Orange, New Jersey

Get in touch

973-568-1767

luxsolisinvestments@gmail.com

Our investment decisions are not only quantified, but made from the heart. The Heart Fund is our long-only portfolio composed of mission-aligned companies working to heal, brighten and uplift the world. 10% of every profitable trade is reinvested into this fund, ensuring that as we grow, so does our contribution to a better future. Goodwill is the most undervalued asset class, one that compounds for our children, and across the generations of the future.

HOLDINGS IN THE HEART FUND❤️

🌍 Bristol Myers Squibb (BMY) – Healing through innovation: This biopharmaceutical company is developing medications for patients battling cancer, cardiovascular disease, immunological conditions, and mental illnesses such as autism, schizophrenia and bipolar disorder.

🌍 Merck & Co. (MRK) – Caring for all life: Beyond its critical research in oncology, vaccines, and infectious diseases, Merck is also a global leader in animal health, delivering innovative treatments and technologies to improve the well-being of both pets and livestock. Their work strengthens global food security, animal welfare, and zoonotic disease prevention.

🌍 Rockwell Automation (ROK) – Taking the blood out of the EV battery industry
A pioneer in industrial automation, Rockwell is creating ethical mining solutions that reduce reliance on child labor and dangerous extraction methods in the cobalt supply chain. By digitizing and automating mining operations, they help usher in a safer, more sustainable future for electric vehicles.

🌍 NextEra Energy (NEE) – Powering a carbon-free tomorrow
NextEra is the world’s largest generator of renewable wind and solar energy. Through bold investments in clean power infrastructure, they are accelerating the shift away from fossil fuels and toward a sustainable, emission-free future for generations to come.

Luxsolis Investments LLC General Risk Disclosure

Use of Historical Performance Data
Unless explicitly stated, any performance data provided by Luxsolis Investments LLC represents historical performance. Historical performance is not indicative of future results, and no assurance can be given that any returns projected or implied will be realized. The data may rely on certain assumptions that could significantly influence the outcomes presented. Adjustments to these assumptions could materially affect the performance results shown. Transaction costs, such as commissions or fees, are generally excluded from performance calculations unless specifically noted.

Potential investors should understand that various factors, including but not limited to legal, accounting, and tax considerations, as well as transaction costs and margin requirements, could substantially impact the economic outcomes of any investment strategy. The assumptions and scenarios discussed herein are illustrative and may not reflect actual future performance.

Market Risks
Investing inherently involves risk. The value of investments may fluctuate due to market conditions, economic developments, or other factors beyond the control of Luxsolis Investments LLC. Securities and other financial instruments may experience significant volatility, and there is no guarantee that any specific investment strategy will achieve its objectives.

Options Trading Disclosure
Trading options involves significant risks and is not suitable for all investors. Before engaging in options trading, investors should thoroughly understand the nature of these financial instruments, including their potential risks and obligations. The performance of options is influenced by several factors, such as market movements, the financial condition of the issuer, and the underlying asset. A secondary market may not exist for certain options, which could limit liquidity and the ability to execute transactions at favorable prices. Additionally, investors should carefully review all applicable tax implications and seek professional advice where necessary.

Complex Investment Strategies
Certain trading strategies, such as spreads or other multi-legged options strategies, involve additional considerations. These strategies may incur higher transaction costs and require more complex risk management. While these approaches can mitigate certain risks, they also reduce potential returns. The risk/reward profile of such strategies should be carefully evaluated before implementation.

Unexpected events, such as early option assignments or adverse market movements, may alter the intended risk/reward dynamics of these strategies. Investors engaged in such trades should be prepared for potential deviations from anticipated outcomes and ensure they have sufficient financial resources to manage these risks.

Educational Content and Personal Bias
Any educational content, commentary, or strategy explanations provided by Luxsolis Investments LLC reflect our own interpretations, experiences, and investment philosophy. As such, they are inherently subject to our personal and organizational bias. These materials are intended for informational purposes only and should not be construed as objective financial advice or as a substitute for independent analysis.

Final Note
Luxsolis Investments LLC encourages all investors to conduct thorough due diligence and consult with qualified financial, legal, or tax professionals before entering into any investment. The information provided herein does not constitute a recommendation or guarantee of any investment outcome.

By engaging with Luxsolis Investments LLC, clients acknowledge and accept the inherent risks of financial markets, understand that all educational and strategic content may reflect subjective viewpoints, and agree to take full responsibility for their own investment decisions.

Pricing Models:

At Luxsolis Investments, we use programming to simulate millions of possible outcomes of an option using the Black Scholes Model. These calculations use stochastic processes which assume the stock price doesn’t follow a fixed path but a probability-driven one. The model assumes the geometric Brownian motion: modeling the chaotic, noisy behavior of real prices.

Share by: