Category: Portfolio Update
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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Portfolio Update: November 15th, 2024
This portfolio update is a little later than anticipated just because so much has been happening the last few weeks. I know everyone who is invested in US public markets has done well in recent weeks, myself included. Remember, everyone is a genius in a bull market. I remember after a previous +100% return investment…
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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…