Current Investments

Please note that my terms and conditions apply with respect to any content on my website and this page.  By reading my website and this page, you agree to my terms and conditions.

To scroll left/right, click into any cell and use the left/right arrow keys.

To view details on each resource on one screen, click “view”.

You can filter the table in this view or export the entire table and work with it in Google Sheets or Microsoft Excel.

If dates for adding/updating included, I suggest checking the dataset monthly and filtering by date added/updated so you only see what has been added/updated and you do not have to review the entire dataset again.

If you cannot scroll down to the bottom of the page (where you see the footer), try resizing your browser window by selecting the Maximize/Restore down button on the top right of the browser window.  Doing this once should correct the view and then you can resize your browser as you desire.  Sometimes the embedded table distorts formatting that should fix itself with this action.

I will not have an ownership stake in all these companies at the same time. If they are on this list, they are candidates for ownership. I constantly make decisions based on risk/return profiles, market conditions, available capital and opportunity to own, all of which govern the makeup of my portfolio at any given time. Private companies do not have a stock symbol.  For dataset field descriptions and portfolio modeling, see those links on the investment portal main page.