CURRENT HOLDINGS
Stocks
Speculative Rebound
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BA
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AAL
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DAL
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Continuous Review
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SPCE
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BAC
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BK
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SCHW
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WFC
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BP
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XOM
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ENB
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RDS.A
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Long-Term
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ELY
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JNJ
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CMCSA
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DIS
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NIO
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Platform - TD Ameritrade (thinkorswim)
I have cycled through many platforms over the years and have found TOS to be most suitable to my needs. My portfolio updates/thoughts can be found in my investment blog and will ultimately be reflected below if held for more than 24 hours.

eREIT
Fundrise​
Approximately 1 year ago I came across the Fundrise platform. While I have always invested in REITs and come from a family background in real estate investing, this platforms performance and structure peaked my interest. With a Core portfolio of $500+ the service will automatically invest the money for you in an array of physical real estate holdings. I opted for the next tier of $10000+ which allowed me to diversify even further with where my money went. I was then able to directly invest into projects and funds at my discretion. Each of the investments also came with detailed information on the properties, which I found to be much more useful than investing in traditional REITs.
My current portfolio includes 99 active projects, 50% equity based and 50% debt based. The projects are separated in the following manner:
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14.1% - East Coast eREIT
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14.3% - Growth eREIT II
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10.1% - Income eREIT
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9.9% - Balanced eREIT
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10.0% - Income eREIT II
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10.4% - Growth eREIT
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7.7% - Income eREIT V
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5.7% - Growth eREIT VI
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5.5% - West Coast eREIT
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4.5% - eREIT XIV
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3.1% - Growth eREIT 2019
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2.3% - Growth eREIT III
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1.6% - Interval Fund
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0.7% - Growth eREIT V
To see more or discuss possible work let's talk >>
Investor/Finance Grad/MBA Student/CFA Level 1 Candidate