See notes at the bottom for housekeeping. 83% stocks, 9% real estate,5% cash,3% other. Stocks Largest holdings as a percentage of total assets: See the Investing page for more. Or past asset allocations. Real Estate Some paid first dividends recently. No changes otherwise. I will stop breaking the properties out in individual reports for now […]

80% stocks, 10% real estate, 6% cash, 4% other Including as a percentage of total: 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

Notes: Notes on Cash My cash position has increased & is currently generating 5% on money market. I’m not sure how to deploy it. A big deal recently fell through and I’m happy to sit on the cash for a bit. But I should probably just buy Vanguard index funds. Asset Allocation 82% stocks, 11% […]

Not much has changed over the past few months. 42% of my entire net worth is invested in 4 public tech stocks. I do not recommend this investment strategy unless you are an idiot like me with an unhealthy appetite or addiction for risk.

Not much new. My real estate investments seem to be doing well but I continue to carry them at or near my basis on the books. I did some opportunistic stock buys and trades in May 2023 representing around 3% of my portfolio. Those have performed very well. Otherwise I am mostly just holding tight. […]

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, […]

86% stocks, 10% real estate, 3% private equity, and1% cash. Including as a percentage of total:* $NET 20% * $TSLA 12% * $AMZN 9% * $GOOG 6% Stocks are approx 60% tech (largest listed above) and then index or index-adjacent at Saber Capital, $VEA, $QQQ, etc. Real estate includes small pieces of: As of 2022-08-08, there exists a […]

78% public equities, including:— 48% tech— 30% index5% cash6% private equity7% real estate4% fixed income Largest tech holdings are NET (17%), TSLA (12%) 😬, AMZN (9%), and GOOG (6%).

76% public equity, incl:— 42% tech— 32% index11% cash4% private equity7% real estate2% fixed income Largest tech holdings are NET, TSLA 😬, AMZN, and GOOG. Some index at Saber Capital. Real estate investments at SFR3 and Stro.

76% public equity, incl: 40% tech, 36% index. Plus: Largest tech holdings are TSLA 😬, AMZN, NET, and GOOG. Some index at Saber Capital and Bessemer Trust. Real estate investments at SFR3 and Stro.