Clicky

type
asset allocation
100%
impact
safety
bargain
beauty
stock
43.0%
-
-
-
-
stock
8.5%
-
-
-
-
stock
5.0%
-
-
-
-
stock
1.5%
-
-
-
-
stock
1.0%
-
-
-
-
stock
Baidu
1.0%
-
-
-
-
private
Aptera
0.5%
99
50
99
83
cash
Cash Equivalents
39.5%
65
55
40
53
year
stocks
non-stocks
total
s = S&P
total - s
stocks - s
28Feb2021
-1%
+0%
-1%
1.7%
-3%
-3%
2020
+194%
+1%
+102%
+18.4%
+84%
+176%
2019
+42%
+2%
+19%
+31.5%
-13%
+10%
2018
-1%
+2%
+1%
-4.4%
+5%
+3%
2017
+20%
+5%
+11%
+21.8%
-11%
-2%
2016
+15%
+10%
+13%
+12.0%
+1%
+3%
2015
-10%
+4%
-4%
+1.4%
-5%
-11%
2014
+33%
+5%
+20%
+13.7%
+6%
+19%
2013
+23%
+1%
+12%
+32.4%
-20%
-9%