Deep-dive Into My Seven Figure Alternative Investment (and Real Estate) Portfolio: 2020 Q3 Update
Updated: Apr 7
Despite the surprise of a global pandemic and the sharpest downturn in U.S. recorded history, my defensive, boring-by-design portfolio returned about 11.58% (including a decent 6.77% in income). Here's an in-depth look at my portfolio strategy, allocations, deal by deal performance, tax considerations and future strategy.
(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 advertising. Nor do we negotiate special terms for ourselves in the club above what we negotiate for the benefit of members.). Many people ask me, "What's in your alternative investing portfolio, and how's it doing?" So I've been regularly sharing a deep-dive review of it