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?

My investment portfolio is made up of 4 major asset classes:

  • Stocks
  • Crypto
  • REITs
  • Cash

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:

  • 75% Stocks
  • 20% Crypto
  • 4% 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 my high CAGR than traditional stock equities.

Of course, owning cryptocurrency is a lot more risky 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.

TickerCompany NameLast PriceMarket CapWeight (%)
LCIDLucid Group$33.411.5B25%
MTCHMatch Group$110.17254.5M5%
UONEUrban One$5.31
MARAMarathon Digital Holdings$0.49220.6M
GBTCGrayscale Bitcoin Trust
BLDEBlade Air Mobility$2.26217.6M
JMIAJumia Technologies$3.432.5B
BYNDBeyond Meat$1.86971.2M
JOBYJoby Aviation$0.96479.5M
GOOGLAlphabet Inc

Here’s a current list of my holdings:

  1. Tesla (NASDAQ: TSLA)
  2. Uber (NASDAQ: UBER)
  3. Genius Brands (NASDAQ: GNUS)
  4. Chargepoint (NYSE: CHPT)
  5. MicroStrategy (NASDAQ: MSTR)
  6. Draftkings (NASDAQ: DKNG)
  7. Roku (NASDAQ: ROKU)
  8. AMC Entertainment (NYSE: AMC)
  9. Match Group (NASDAQ: MTCH)
  10. Netflix (NASDAQ: NFLX)
  11. Electrameccanica (NASDAQ: SOLO)
  12. Disney (NYSE: DIS)
  13. Paypal (NASDAQ: PYPL)
  14. Marathon Digital Holdings (NASDAQ: MARA)
  15. Lucid Motors (NYSE: CCIV)
  16. Grab (NASDAQ: AGC)
  17. Jumia (NYSE: JMIA)
  18. Broadway Financial Corp (NASDAQ: BYFC)
  19. Archer Aviation (NYSE: ACIC)

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:

  1. Bitcoin (BTC)
  2. Litecoin (LTC)
  3. Cardano (ADA)
  4. HOGE Finance (HOGE)

My Real Estate Crowdfunding Portfolio