May 2025 Asset Allocation
Valentine’s Day 2025 was the highest point of my net worth ever. I almost reached a silly significant...
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December 2024 Asset Allocation
See notes at the bottom for housekeeping. 83% stocks, 9% real estate,5% cash,3% other. Stocks Largest holdings as...
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September 2024 Portfolio Allocation
80% stocks, 10% real estate, 6% cash, 4% other Including as a percentage of total: Stocks are mostly tech...
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May 2024 Portfolio Allocation
Notes: Notes on Cash My cash position has increased & is currently generating 5% on money market. I’m...
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November 2023 Asset Allocation
Not much has changed over the past few months. 42% of my entire net worth is invested in...
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September 2023 Asset Allocation
Not much new. My real estate investments seem to be doing well but I continue to carry them...
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May 2023 Portfolio Allocation
81% stocks, 14% real estate, 5% cash and other. including as a pctg of total:* $NET 17%* $TSLA...
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August 2022 Portfolio Allocation
86% stocks, 10% real estate, 3% private equity, and1% cash. Including as a percentage of total:* $NET 20%...
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August 2021 Portfolio Allocation
78% public equities, including:— 48% tech— 30% index5% cash6% private equity7% real estate4% fixed income Largest tech holdings...
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