Allocation:
- ETFs: ~46.2%
- Cash equivalents: ~25.8% (up from 0% in the wake of the April/May tariff drawdown)
- Individual stocks: ~14.2%
- Bitcoin (BTC + Bitcoin ETFs): ~10.1%
- Commodities (primarily gold): ~3.6%
Largest ETFs within the ETFs category:
- S&P 500 ETFs: ~24.2%
- QQQ: ~13.0%
- VTI: ~2.5%
- VTSAX: ~1.5%
- IEFA: ~1.1%
- SCHD: ~0.9%
- ETHE: ~0.7%
- FLCH: ~0.4%
Top individual stocks (>0.5% of total assets):
- NVDA: ~6.8%
- RIVN: ~2.3% (Only 2025 individual stock purchase – $11.97 August 2025)
- COIN: ~1.7%
- PLTR: ~1.1%
- CCJ: ~0.5%
- BAC: ~0.5%
Best Of 2025:
- June 23, 2025: Bought CRCL puts 2–3 weeks after the IPO with $80–$120 strike prices expiring October–November, 2025
Worst Of 2025:
- Not buying more gold
Note: excludes two angel investments (~0.75% and ~0.5% of the assets shown here, written off to zero) and a siloed account worth ~33% of the assets listed that follows a 70-30 stocks/bonds approach, down from 95-5 in mid-2025 that I restrict to ETFs/bonds only as a mental hedge