Strategic Investing and Portfolio Management

Why this list?

How do I holistically look at my portfolio?

Operational

Strategic

Real Estate (requires setup and effort for flipping) — One can hire out a property management team to provide passive income via Airbnb to offset the mortgage. There are some tax benefits here, but I find it too troublesome to take care of. I rather be a renter and have freedom to choose my next destination than go to the same ski resort every year because I feel guilty I have property there. That being said, if there are still low interest rates and a dip in the next 2–3 years, I will consider an investment property.

High Value / Illiquid Assets (e.g. Artwork, cars, watches, guns) — Usually requires some middle-person to advise on value and take fees for changing hands. I’d buy to enjoy it and hopefully maintain value over time. There’s some risk of fakes here, that makes it something to consider. I tend to avoid things that can be physically stolen or damaged, but these are definitely nice superficially or needed to join these communities.

401k diversification (Stocks, Index & Mutual Funds) — I’m mostly in growth stocks and Asia. Luckily didn’t reallocate too much off of the initial covid crash.

529 college savings — I had opened this for directly saving towards Evie’s tuition. It’s a small percent, but only slightly attractive for tax purposes. Should have bought more ETH with it instead.

Private banking services — You can always pay a portfolio manager, but fees are high. I personally do not do this because I think I make better returns.

FX diversification — I do have international accounts that hold CNY and CHF. There’s some upside here in the long run.

Prosper — Super low yield, but it’s still there with some robo-investment allocations.

CDs and Bonds — I like the taxes on these for a number of reasons, but I haven’t bought anything connected to the government.

Options and Stock Trading — I spend a lot of time watching analysts provide short term strategies off of technical analysis. I consider this gambling, but I do enjoy looking at companies and latest tech. They will also provide some compelling cases for red flags and blow-off tops. Since I see this as gambling, I do not manage more than a $100k portfolio here and never YOLO without covering.

Private Markets — If you’re an accredited investor, you can evaluate exposure to some interesting deals for 15–20% return assets. Platforms like YieldStreet provide access to Illiquid assets. There’s usually a one year vesting period, depending on the type of investment.

Crypto Markets — I spend a lot of time reading about the space because I’m it’s a part of my job, but I rarely trade ALTs. There’s still massive upside in bull runs with yield farming and I feel like memes and narratives are more powerful than products.

Start up investing through crowdfunding apps like SeedInvest or WeFunder — Honestly, I just like reading up on new company ideas and still follow a lot of software through ProductHunt.

Advisory — I haven’t officially been on a board, but I’m open to it. I have advised plenty of companies on the tech side. Upside here is stock options or at the very least a full repayment of invested funds. I’d evaluate this every 6 months. Do this to join the community conversations.

Investment Hypotheses

I’m long Renewables ($TSLA, $NIO, $PLUG, $BEP) because of the EV and battery multi-sell.

I’m long Genomics ($ARKG, $CRSP, $BNGO, $PACB) because of ARK.

I’d also conservatively always buy the dip for the big tech companies in FAANGM ($FB, $AMZN, $AAPL, $NFLX, $GOOG, $MSFT) especially if anti-trust laws go through and companies split into AWS and YouTube.

Rebalancing

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store