December 2024 Asset Allocation

Posted on: December 1, 2024

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:

23% $NET — Cloudflare
9% $TSLA — Tesla
9% $AMZN — Amazon
5% $GOOG — Google
5% $VEA — Vanguard Developed Markets ETF
4% $IVV — S&P 500 ETF

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 as they don’t change often. See the Investments page for current real estate holdings.

Notes

I want to divest some of my $VEA but unsure when.
I’m preparing to make my first new real estate investment since 2022. It will be for a commercial property in Montana.
I still carry all real estate at my basis. But I think it is all doing well.
Whole number percentages are rounded up or down.
Cash is generating 4.45% in a money market account.
One equity fund that I’m in reports quarterly, so my numbers not fully accurate.
I still do not own any crypto.
I share this publicly to encourage others to do the same.
This is not investment advice. My asset allocation is extremely risky. But I’m unmarried, with no kids, so YOLO.

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Previously: September 2024 Asset Allocation