I invest across asset classes leading my family office. Perpetually learning as a capital allocator & crossover (public + private) investor. Self-managing my core-satellite portfolio of diversified return drivers.
Core
- Public equities
- 80% index and 20% tech
- Largest tech holdings: $ABNB, $TSLA
- OTM covered calls
- Real estate
- 6 doors, 1 self storage
Satellites
- Private equity
- 80% direct and 20% funds
- Alts
- Hedge funds (multi-strat, quant), PIPE deals
- Numerai, Millennium
- Crypto
- BTC, ETH, SOL, ENS