Tag: Fundrise
I am a licensed CPA sharing my experience building my portfolio as a young professional. During this process of sharing information online, I hope to increase free financial literacy access for all.
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My First 5 Years of Financial Data Out of College
I track my finances the same way I track my career: with detailed numbers and trailing metrics. I try to grow from both years where I saw visible growth (professionally and financially) and years that taught me plenty of lessons. The data below covers my 5 years of financial data after college and captures things…
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Robinhood RVI vs. Fundrise VCX: The New Private Market ETFs
Retail investors have not had many credible ways to buy diversified exposure to private technology companies. That is what makes Robinhood Ventures Fund I (RVI) and Fundrise VCX notable. Both vehicles are designed to give everyday investors access to companies that historically stayed inside venture capital and late-stage growth funds. But once you get past…
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One Year Investing in Fundrise: My 2025 Results and Takeaways
From January 10, 2025 through December 31, 2025, I ran a simple experiment: keep a small allocation to Fundrise as a way to add private real estate and private credit exposure alongside my public-market portfolio. The goal wasn’t to “beat the market” in a single calendar year, it was to begin to build something that…
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Fundrise iPO at $15.90: What It Is and How It Works
Fundrise has periodically offered investors on its platform the chance to buy equity in Fundrise itself through what it calls an “internet public offering” (iPO). For the Fundrise iPO, instead of buying shares on a stock exchange, eligible Fundrise customers can buy shares directly through Fundrise in Rise Companies Corp., the parent company of Fundrise.…
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The Growing Opportunities for Retail Investors in Alternative Investing
Alternative investing has long been the domain of large institutions and high-net-worth individuals. Family offices, pension funds, endowments, and sovereign wealth funds have relied on these asset classes for decades to diversify portfolios and capture returns that don’t move in lockstep with public equities or bonds. For average retail investors access to alternatives has been…
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Reducing Your Portfolio Beta with Private Credit
In today’s incredibly volatile markets, finding ways to reduce your portfolio’s overall risk without sacrificing returns remains a top priority for investors. Private credit has emerged as a compelling option to achieve this balance, offering potentially attractive yields with lower correlation to public markets. Adding a strategic allocation to private credit can meaningfully reduce your…
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How to Invest in Real Estate with Fundrise?
Fundrise is a unique platform that has made real estate investment accessible to more people by using crowdfunding techniques. Fundrise allows individuals to invest in private real estate investments with far less capital than traditional methods require. This approach gives investors the chance to diversify their portfolios with alternative investments. Founded in 2012, Fundrise stands out…