December 2024 Asset Allocation
December 1, 2024 See notes at the bottom for housekeeping. 83% stocks, 9% real estate,5% cash,3% other. Stocks Largest holdings as a … Read more
September 2024 Portfolio Allocation
September 1, 2024 80% stocks, 10% real estate, 6% cash, 4% other Including as a percentage of total: Stocks are mostly tech with … Read more
May 2024 Portfolio Allocation
May 1, 2024 Notes: Notes on Cash My cash position has increased & is currently generating 5% on money market. I’m not … Read more
November 2023 Asset Allocation
November 1, 2023 Not much has changed over the past few months. 42% of my entire net worth is invested in 4 … Read more
September 2023 Asset Allocation
September 1, 2023 Not much new. My real estate investments seem to be doing well but I continue to carry them at … Read more
May 2023 Portfolio Allocation
May 1, 2023 81% stocks, 14% real estate, 5% cash and other. including as a pctg of total:* $NET 17%* $TSLA 8%* … Read more
August 2022 Portfolio Allocation
August 1, 2022 86% stocks, 10% real estate, 3% private equity, and1% cash. Including as a percentage of total:* $NET 20% * … Read more
August 2021 Portfolio Allocation
August 1, 2021 78% public equities, including:— 48% tech— 30% index5% cash6% private equity7% real estate4% fixed income Largest tech holdings are … Read more
June 2021 Portfolio Allocation
June 1, 2021 76% public equity, incl:— 42% tech— 32% index11% cash4% private equity7% real estate2% fixed income Largest tech holdings are … Read more
November 2020 Portfolio Allocation
November 1, 2020 76% public equity, incl: 40% tech, 36% index. Plus: Largest tech holdings are TSLA 😬, AMZN, NET, and GOOG. … Read more