My boring-by-design portfolio cranked out a nice 8%+ in income (not counting price appreciation). And I've added 3 difficult-to-find uncorrelated asset classes that should not only harden the portfolio against the next downturn but also boost returns. ​ Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older u

What's normal and what's out of line? Are there times when I should be willing to pay more? This article explains how I evaluate these things. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referri

Comprehensive review of Equity Multiple, extension to club feeder and latest news on Prodigy Network, etc. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referring investors, affiliate leads or a

Comprehensive review of Broadstone Real Estate Access (BDREX); updated non-accredited guide to choosing funds; new feeder; latest news. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referring inv

Deep-dive review of the newly revamped FundRise, Broadmark funds roll-call, Grubb feeder onboarding and industry news. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referring investors, affiliate

2018 wasn't a fun year for traditional investors in public stock markets. But my real-estate portfolio happily hummed along with a healthy 8.76%+ return. ​ Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opinion and not a regist

A profitable exit on a risky investment (finally!), a dump of (awful) Lending Club loans, and a new long-term hold to avoid taxes indefinitely (with "defer, defer and die"). ​ Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opini

How I'm preparing for the next recession with "quick" and "slow" investments. Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial pro