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 April 5th, 2025
Portfolio Allocation:
Cash & Equivalents (58.6%): Cash & 1-month US Treasuries
Debt Investments (0.0%): US Treasuries, US I-Bonds, and CDs with maturities greater than 1 month
Public Equity (35.8%): Publicly traded stocks and ETFs
Real Estate (0.8%): Fundrise investment (80% appreciation focused, 20% income focused)
Alternatives (4.8%): Small businesses and internet projects I have invested in, valued at the cost of my investment
Public Equity Portfolio Allocation:
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 I see unique asymmetric opportunities, but most likely that will be after I get my CPA license.
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.