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Updated over 4 years ago, 07/07/2020

User Stats

834
Posts
449
Votes
Danny Webber
Agent
Property Manager
  • Real Estate Broker / Investor
  • Austin, TX
449
Votes |
834
Posts

Investment Portfolio Balancing with Real Estate

Danny Webber
Agent
Property Manager
  • Real Estate Broker / Investor
  • Austin, TX
Posted

Here is how my investments are broken down using approximate numbers.

Real Estate= 60% reflected in equity positions (pays me to own it/dividends in the form of cash flow/appreciation)

Physical Gold= 8% (hedge investment)

Physical Silver= 16% (held as speculative asset with inherent redeemable value)

Bitcoin + other Blockchain via coinbase= 8% (held as speculative asset-long term value unknown)

 I know some people will ask how I can be a precious metals bug and own Bitcoin.......The truth is that people much smarter than me have decided that it is a speculative asset class that is worth gambling on. My downside is fixed as my total investment in BCT but the upside can go anywhere at this point. 

I am selling a couple of rentals to stack more cash in anticipation of buying opportunities in the near future (6-18 mos). I will offset the CP taxes with hopefully with better equity stakes on the purchase side using the following strategies.

- Conv rental purchase

- Non Qualified Loan Assumptions to Mortgage Wraps to Note sale

- Flips

- Lease to owns 

+ more

How does this compare to what you have? Thoughts?

  • Danny Webber

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