BlackRock Probably Owns You and Everything You Own 👺

Photo by Americasroof
https://ir.blackrock.com/news-and-events/2021-investor-day/

Strategy

I consider BlackRock to be a cash-like position. I do not believe in allowing inflation to destroy “deploy-able” capital.

Portfolio Management: Risk Mitigation at 20% of Portfolio. Impeding rise in interest rates will inevitably destroy gains.

ETF Alternative → BlackRock essentially invests in all aspects of the Capital Markets, therefore, they have relatively similar holdings to a total stock market ETF like Vanguard’s VTI or their own iShares’ ITOT.

  • Caveat: Expense Ratios (VTI & ITOT = 0.03%). Which is not a lot, but imagine managing millions (or billions), that 0.03% adds up quick in terms of fees.

Solution: Invest in a total stock market like financial investment aggregator with greater upside when market outperforms without paying an expense ratio hence→ BlackRock.

Final Hedge: Also a stabilizer in the portfolio that will reduce volatility and has the potential to sustain a comparable S&P 500 index-like return (think at least 10–15% per year on average but can be as good as 30%+ or even more).

Portfolio Recap

20% BlackRock → Strategy Here

20% Costco → Strategy Upcoming

20% Builders FirstSource → Strategy Upcoming

15% UnitedHealth Group → Strategy Upcoming

15% Palo Alto Networks → Strategy Upcoming

5% Tuttle Capital Short Innovation ETF → Strategy Upcoming

5% ARK Innovation ETF → Strategy Upcoming

Big Picture

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Photo by Hans Eiskonen on Unsplash

DISCLAIMER

THIS CONTENT IS NOT FINANCIAL ADVICE! DO NOT COPY MY PORTFOLIO! DO NOT BUY MY STOCK PICKS! I AM A RANDOM PERSON ON THE INTERNET! I COULD LOSE ALL MY MONEY AND SO COULD YOU, SO DO YOUR OWN DUE DILIGENCE! YOU ARE RESPONSIBLE FOR YOUR OWN FINANCIAL DECISIONS SO DON’T BE AN IDIOT.

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Managing a Personal $100K Wannabe Hedge Fund Portfolio and I Have No Idea What I’m Doing.

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Analyst Peter

Analyst Peter

Managing a Personal $100K Wannabe Hedge Fund Portfolio and I Have No Idea What I’m Doing.

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