May 2023 Portfolio Allocation

Posted on: May 1, 2023

81% stocks,
14% real estate,
5% cash and other.

including as a pctg of total:
* $NET 17%
* $TSLA 8%
* $AMZN 8%
* $VEA 7%
* $GOOG 6%

Stocks are mostly tech (largest listed above) and then index-adjacent such as $IVV, $QQQ, $BRKB. I have very small holdings of $FB and $PLTR. All self-managed except a bit at Saber Capital, Betterment, and another place.

Real estate includes pieces of:
* 15-room hotel in Colorado
* 40-room motel in Colorado
* 14 acres commercial land Montana
* 33k sq ft industrial in Montana
* 80k sq ft industrial in New Jersey
* single-family homes with SFR3

As of 2023-05-11, there exists a loan representing 5% of total assets.

Some numbers rounded or manually adjusted.