Welcome to my entire stock, real estate crowdfunding, and crypto portfolio.
I’ve decided to document each and every investment I’m currently holding. I won’t be including specific dollar amounts due to privacy concerns but I’ve listed my allocations and thought process behind each investment.
Table of Contents
- What Do I Invest in?
- What is My Portfolio Allocation?
- My Stock Portfolio
- My Crypto Portfolio
- My Real Estate Crowdfunding Portfolio
What Do I Invest in?
My investment portfolio is made up of 4 major asset classes:
I aim for a balanced portfolio that will grow in the long term as I get older.
What is My Portfolio Allocation?
Right now, my portfolio allocation is the following mix:
- 60% Stocks
- 30% Crypto
- 9% Cash
- 1% REITs
As time goes on, I expect the crypto allocation will increase and eventually outweigh my stock market portfolio. This is because crypto is a fairly new asset class with a high CAGR than traditional stock equities.
Of course, owning cryptocurrency is a lot riskier and nobody knows whether governments will regulate Bitcoin and other altcoins in the future. I believe in holding cryptocurrency but still enjoy the long-term safety of a solid high growth stock portfolio.
In short, I like both stocks and crypto
My Stock Portfolio
Publicly traded stocks make up the majority of my investment portfolio. I’m invested in mostly high-growth stocks and a few dividend-paying stocks.
|Ticker||Company Name||Last Price||Market Cap||Weight (%)|
|MARA||Marathon Digital Holdings||$0.21||130.6M|
|GBTC||Grayscale Bitcoin Trust|
|BLDE||Blade Air Mobility||$1.07||104.7M|
Uber is my top holding currently due to its massive 114 active platform users and wide moat in the mobility, delivery, and grocery business.
The company IPOed at $45 in 2019 and I’ve been HODLing strong ever since then. While it’s frustrating to watch other stocks soar higher, I choose to remain patient because it’s only a matter of time until Uber enters the trillion-dollar market cap status and joins the other big tech giants.
Uber also holds a $12 billion stake in other publicly traded companies like Didi, Grab, and Aurora. These companies are positioned for massive growth in the future and could pay off nicely for Uber once the company sells its stake.
Many people use Uber for everything in their lives and they cannot live without the super app. The company has achieved 2 positive EBITDA quarters in a row and will grow margins as the world embraces AI and robotics.
Self-driving cars and delivery robots will eliminate Uber’s overhead and make their core business extremely profitable. I’m still holding UBER shares although I don’t think it will be my largest position moving forward into 2023.
My Crypto Portfolio
Cryptocurrency is a smaller but growing part of my portfolio. I believe cryptocurrency is a must-own as governments continue to devalue currency through mass inflation. Here are the crypto coins I hold: