Category: Personal Views
I am a CPA Candidate sharing my experience building my portfolio while in my 20s. During this process of sharing information online I hope to increase free financial literacy access for all.
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How to Reach $100K Invested in 3 Years?
The first $100K invested is a b*tch! Reaching $100K invested within three years requires a solid plan and consistent effort but I know you are willing to do it. Start by setting clear financial plan and assessing your current financial health to understand where you stand and what you need to adjust. It’s important to…
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How to Increase Your Income Over the Next 3 Years
Finding ways to boost your income takes planning and effort, but it can lead to greater financial stability and peace of mind. To increase your income over the next three years, you need to focus on your skillset and earning your income rather than what is in your portfolio. This means not just relying on…
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The Poor Man’s Alternative Assets
When most people think about investing, their minds immediately jump to traditional financial assets—stocks, bonds, and real estate investments. But there’s an entirely different class of assets out there, one that doesn’t require a ton of upfront capital and can provide uncorrelated returns with the proper time investment: what I like to call the “Poor…
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Portfolio Update: September 1st, 2024
I want to share my portfolio to provide a learning experience for others based on my failures and successes, to be transparent about my personal financial interests, and to gain feedback from others. The plan is to make these portfolio updates on a somewhat regular basis. I will include snapshots of my portfolio from Google…
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Portfolio Update: July 1st, 2024
I want to share my portfolio to provide a learning experience for others based on my failures and successes, to be transparent about my personal financial interests, and to gain feedback from others. The plan is to make these portfolio updates on a somewhat regular basis. I will include snapshots of my portfolio from Google…
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How was the 2024 Berkshire Hathaway Shareholder Meeting?
Attending a Berkshire Hathaway annual shareholder meeting is akin to a pilgrimage for investors seeking wisdom from arguably the most celebrated names in the world of finance, Warren Buffett and the late Charlie Munger. Held in Omaha, Nebraska, this event is more than a standard review of financials; it’s a festival celebrating the culture and…