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My portfolio is up around 51 percent YTD, entirely driven by my overweight holdings in certain technology stocks. Having almost 60 percent of my net worth in only four companies, and over one-third in just one company, is best described as risky and unwell. I have not learned my lesson just yet. I share my asset allocation updates, thoughts on trimming positions (I almost never sell), prenup considerations involving real estate valuations, and honest reflections on whether real estate makes sense for someone like me. I probably won’t get my principal back for years, so I’ll stick to index funds for future deployments. Unless something interesting comes across my phone during a moment of greed or weakness.