CURRENT HOLDINGS

Stocks
Speculative Rebound
  • BA
  • AAL
  • DAL
Continuous Review
  • SPCE
  • BAC
  • BK
  • SCHW
  • WFC
  • BP 
  • XOM
  • ENB
  • RDS.A
Long-Term
  • ELY
  • JNJ
  • CMCSA
  • DIS
  • NIO
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:

  • 14.1% - East Coast eREIT 

  • 14.3% - Growth eREIT II

  • 10.1% - Income eREIT

  • 9.9% - Balanced eREIT

  • 10.0% - Income eREIT II

  • 10.4% - Growth eREIT

  • 7.7% - Income eREIT V

  • 5.7% - Growth eREIT VI

  • 5.5% - West Coast eREIT

  • 4.5% - eREIT XIV

  • 3.1% - Growth eREIT 2019

  • 2.3% - Growth eREIT III

  • 1.6% - Interval Fund

  • 0.7% - Growth eREIT V

To see more or discuss possible work let's talk >>

Amir Patel

Investor/Finance Grad/MBA Student/CFA Level 1 Candidate