Approximate Asset Allocation

For current and past asset allocations, see Articles.

• 80% stocks
• 10% real estate
• 6% cash
• 4% other

I do not do angel investing, VC, or crypto.

Stocks are mostly tech with the largest positions listed below.

Other stocks include index-adjacent such as $VEA, $VTI, $IVV, $QQQ, and $BRKB. All stocks are self-managed except a bit at Saber Capital and another place.

Stocks

These are my largest investments in public company stocks. Position was started in year listed.

Real Estate Holdings

I’m a limited partner in a few real estate deals.

Real estate assets are conservatively valued at my basis.

For current and past asset allocations, see Articles.

If you’re interested in more of my investment writing, you might enjoy these articles on my personal blog:

• How a BDC Made $31M from Commercial Ice Machines
• What’s the best LLC for a small business?
• What are Business Development Companies (BDCs)?
• If I Had $10 Million Dollars, How Would I Live Differently?