September 2023 Asset Allocation

• 83% Stocks,
• 12% Real Estate,
• 4% Cash,
• 3% Other.

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.

I did some opportunistic stock buys and trades in May 2023 representing around 3% of my portfolio. Those have performed very well.

Otherwise I am mostly just holding tight.

Cash is more than I want to have but happy to sit on it at 5% yields.

Totals 102% due to an outstanding loan that I’ll resolve soon.