My Personal Portfolio

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. If you want detailed insights on my portfolio, you can follow my portfolio updates, but if you only want general portfolio allocation information you can check this page regularly. 

My goals are just that, mine. I am in my 20s, growing in my career, and looking to buy a house in the near future. My life situation is likely to be different than yours, just because I structure my portfolio the way I do, does not mean it’s appropriate for you to copy my investments. You should do your own analysis to figure out what investments are right for you and your situation before investing. 

This page is updated as of February 22nd, 2025

Portfolio Allocation:

Portfolio allocation as of Feb 22, 2025

Cash & Equivalents (53.2%): Cash & 1-month US Treasuries

Debt Investments (0.0%): US Treasuries, US I-Bonds, and CDs with maturities greater than 1 month

Public Equity (41.7%): Publicly traded stocks and ETFs 

Real Estate (0.6%):  Fundrise investment (80% appreciation focused, 20% income focused)

Alternatives (4.5%): Small businesses and internet projects I have invested in, valued at the cost of my investment

Public Equity Portfolio Allocation:

Public equity allocation as of Feb 22, 2025

Allocation of New Cash to my Portfolio:

At this time, new cash will be going into treasuries to build up my down payment on a primary residence, and regular 401K contributions to reduce the concentration of SoFi in my overall portfolio. I do not plan on investing new cash into projects unless it is cash that those projects are generating, reinvested into growing the business or unless I see unique asymmetric opportunities. 

Disclaimer:

This page contains mentions of publicly traded securities. This is not a recommendation to buy, sell, or trade said securities or their derivatives. Consult a financial advisor for your specific situation. This page contains links to other sites that compensate me for referrals.