Inactive

Roughly seventy percent of our investments are a mix of diversified low-cost index funds. This portion of our portfolio relies on simple strategies of dollar-cost averaging, scheduled rebalancing, and time-based allocations of stocks vs. bonds. We follow a non-active investment strategy with this capital.

Active

We take an active investment strategy with this capital. Roughly thirty percent of our investments are in large-cap companies where we try to purchase ownership at a valued price. Below are some of our most significant holdings in this category.