Hello!
Since May 2020, my stock trading has brought an average annual return of about 30% to my portfolio. I’ve been sharing these results—somewhat regularly—here for those who are interested (under “All We Know”). I would not have shared any of this publicly if the performance were not meaningful.
Please note that my trades and holdings can change daily, so the information posted here may often be outdated. (Scroll down to see the latest Excel sheet.)
Regarding Brokerage:
All my trades are executed through Interactive Brokers. If you are interested in opening a personal account with them, you may do so directly—or, if you prefer to use my referral, you would only need to provide me with your email address. Interactive Brokers would then give me a $200 referral bonus, and I would be happy to share half of that ($100) with you via PayPal or Venmo once I receive it.
If you have any questions, feel free to reach me at 847.477.95.zero.zero.
My goal is simply to share what I’m doing with my small portfolio and hopefully inspire others. I believe many of us can achieve meaningful results even when starting with very small amounts. I hope none of this comes across the wrong way—my intention is never to insult anyone’s intelligence, but to encourage learning and growth.
Latest Note as of 11/24/2025: We have fallen behind the major indexes since September because we were heavily invested in communication-sector stocks.
"Why sharing my portfolio?"
Stock trading has been fun & profitable for me for over 30 years. Friends and colleagues have been asking about what I sell and buy for quite some time. I love whenever one asks me that question, just because it makes you feel "knowledgeable". Well It has not been bad at all, as an amateur investor. So starting from January 2024, I decided to share my portfolio online. Anything you see here would be my "regularly updated" stock trades. I will try to update it as often as I can. I put this information together based on my own research and exploration. I would not recommend to invest yours or anyone else's money based on my/our portfolio, but I am happy to share it here at " All We Know".
This website content shouldn't be taken as financial, investment, or tax advice.
Portfolio
Which one is a better as an investment ? Buying properties or securities (stocks and bonds) ?Neither property (real estate) nor securities is universally better; the ideal choice depends on your financial goals, risk tolerance, time horizon, and desired level of involvement. Stocks have historically offered higher long-term returns, while real estate provides a tangible asset with consistent cash flow and potential tax advantages.
Key Investment Differences
Here's a comparison of key differences between real estate and stocks:
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Potential Returns: Stocks historically offer higher average annual returns (around 10%) compared to real estate's moderate to high returns from rental income and appreciation.
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Liquidity: Stocks are highly liquid and can be traded almost instantly, while real estate can take weeks or months to sell.
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Volatility: Real estate tends to be more stable, influenced by local conditions, whereas stock prices are highly volatile and fluctuate daily.
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Management: Real estate requires significant management (tenants, repairs), while stocks, especially index funds or ETFs, require less.
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Diversification: Diversifying in real estate requires substantial capital, while stocks make it easy to diversify across various sectors and geographies.
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Initial Capital: Investing in real estate typically requires a large upfront investment, while you can start investing in stocks with smaller amounts.
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Tax Advantages: Real estate offers advantages like depreciation, mortgage interest deductions, and 1031 exchanges, while stocks benefit from tax-advantaged accounts (401(k), IRA) and lower long-term capital gains tax rates.
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Control: Real estate investors have high control over improvements and tenants, while stock performance depends on market forces and management.
Key Insights
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Stocks may be better for those seeking liquidity, higher potential long-term returns, and a hands-off approach with a lower initial investment.
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Real estate may suit investors looking for long-term stability, consistent rental income, and a tangible asset to actively manage.
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Historically, over 30 years, an investment in the S&P 500 Index has significantly outperformed a similar investment in real estate.
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Consider diversifying across both asset classes to balance risk and reward. You can also invest in real estate indirectly through REITs, which trade like stocks.
Contact us to take
risks to a happier financial future
4200 Fieldview Ct Franklin, WI 53132
847-477-9500