Articles 13 reports
since 2020
Articles
Articles by Tri Peak Holdings LLC.
Index
- 13 Reader Mail: The Case for Real Estate In my November 2025 asset allocation report, I was pretty candid about my skepticism toward real estate. Mar 19, 2026
- 12 November 2025 Asset Allocation My portfolio is up around 51% YTD, entirely driven by my overweight holdings in certain technology stocks. Nov 3, 2025
- 11 May 2025 Asset Allocation Valentine’s Day 2025 was the highest point of my net worth ever. I almost reached a silly significant number on that day. It felt euphoric. I was a genius! May 8, 2025
- 10 December 2024 Asset Allocation See notes at the bottom for housekeeping. 83% stocks, 9% real estate, 5% cash, 3% other. Dec 1, 2024
- 09 September 2024 Portfolio Allocation 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. Sep 1, 2024
- 08 May 2024 Portfolio Allocation Notes: My cash position has increased & is currently generating 5% on money market. I’m not sure how to deploy it. May 1, 2024
- 07 November 2023 Asset Allocation Not much has changed over the past few months. 42% of my entire net worth is invested in 4 public tech stocks. Nov 1, 2023
- 06 September 2023 Asset Allocation 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. Sep 1, 2023
- 05 May 2023 Portfolio Allocation 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… May 1, 2023
- 04 August 2022 Portfolio Allocation 86% stocks, 10% real estate, 3% private equity, and 1% cash. Including as a percentage of total: * $NET 20% * $TSLA 12% * $AMZN 9% * $GOOG 6% Stocks are… Aug 1, 2022
- 03 August 2021 Portfolio Allocation 78% public equities, including: — 48% tech — 30% index 5% cash 6% private equity 7% real estate 4% fixed income Largest tech holdings are NET (17%), TSLA… Aug 1, 2021
- 02 June 2021 Portfolio Allocation 76% public equity, incl: — 42% tech — 32% index 11% cash 4% private equity 7% real estate 2% fixed income Largest tech holdings are NET, TSLA 😬, AMZN, and… Jun 1, 2021
- 01 November 2020 Portfolio Allocation 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. Nov 1, 2020