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