Investment Portfolio

July 31, 2023 By Saad Yaldram

Asset Allocations

Down below are my investment allocation percentages. The figures below are close estimate of my overall portfolio. The asset allocations are constantly changing, and I plan on updating this chart as time moves forward. I tend to be very conservative with my investment and diversifying my assets is my priority. You will see I am also interested in investing in crypto currency and gold. Although the gold and crypto assets make small percentage of my assets, I plan to invest more in the future.

Investment Type Allocation
Stocks Stocks 19%
Bonds Bonds 33%
Mutual Funds Mutual Funds 34%
US Treasury Bills US Treasury 8%
Crypto Currency Crypto 3%
Gold Gold 3%

My stock watchlist

I am a long-term passive investor in stock asset class. My trades reflect my personal interest in companies, products, and conservative growth. I am not a financial expert and the stocks listed below reflects 10% of my stock portfolio. The idea of the listed stock below is to provide a glimpse of my financial assets as an example.

Crypto Currency

I am an advocate of decentralized currency. I am an avid investor in crypto currency and blockchain technology. Down below are my crypto assets that I have invested over the years. Majority of my crypto assets are in ethereum which consist of the largest profit margin for me.

Mortgage Interest Rate

I am interested in the daily mortgage interest rate and its effect on real estate market. Monitoring mortgage interest rates can help make informed decisions about when to lock in a good rate, avoid higher costs, and stay informed about current market conditions.