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Ben's avatar
Ben
$24.7MFollowers
@rpinvestmentsMarch 1
Feb review
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2023 YTD performance
​Portfolio + 4.2%
S&P 500 + 3.8%
2022 Performance
Portfolio -11%
S&P 500 -19%
2021 Performance
Portfolio +30%
S&P 500 +26%
Buys: small buys to $VOO $BLD
Sells: none
VOO up 12% off lows. Sentiment is mixed. Continuing to build cash. Putting in high yield savings account (Ally 3.5%). Cash now 3.1% of portfolio value. Still considering using this for a real estate investment of some sort. I was asked to give an update on this process. So here goes.

So far spoke with the bank and I qualify for a loan at 7.25%. Will need 10% down. But I’d prefer to have 20%. Spoke with a realtor about what I’m looking for, single or multi-family property. Spoke with my CPA about setting up an LLC to place my real estate in.

Ben's avatar
Ben
$24.7MFollowers
@rpinvestments
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