Tri Peak Holdings

September 2024 Portfolio Allocation

80% stocks,
10% real estate,
6% cash,
4% other

Including as a percentage of total:

  • $NET 19%
  • $AMZN 8%
  • $TSLA 7%
  • $GOOG 6%
  • $VEA 5%

Stocks are mostly tech with the largest positions listed above. Plus index-adjacent such as $VTI, $IVV, $QQQ, $BRKB.

All stocks are self-managed except a bit at Saber Capital and another place.

Notes

  • Real estate assets are conservatively valued at my basis.
  • Many numbers rounded down.
  • I do not do angel investing, VC, or crypto.