Tri Peak Holdings

November 2020 Portfolio Allocation

Posted on: November 1, 2020

76% public equity, incl: 40% tech, 36% index.

Plus:

  • 11% private equity
  • 5% fixed income
  • 6% real estate
  • 1% cash

Largest tech holdings are TSLA 😬, AMZN, NET, and GOOG.

Some index at Saber Capital and Bessemer Trust.

Real estate investments at SFR3 and Stro.