Greg Isenberg

If you look at the growth of S&P 500 versus Russell 2000, which I think it's Small cap stocks under $1 billion. The S&P 500 has absolutely destroyed the IWM, the Russell 2000. Just pulling it up. For example, year to date, the IWM is up 11% where the S&P is up 26%. I actually think that

If you look at the growth of S&P 500 versus Russell 2000, which I think it's Small cap stocks under $1 billion. The S&P 500 has absolutely destroyed the IWM, the Russell 2000. Just pulling it up. For example, year to date, the IWM is up 11% where the S&P is up 26%. I actually think that

If you look at the growth of S&P 500 versus Russell 2000, which I think it's Small cap stocks under $1 billion. The S&P 500 has absolutely destroyed the IWM, the Russell 2000. Just pulling it up. For example, year to date, the IWM is up 11% where the S&P is up 26%. I actually think that

small caps are going to be they've just been not in favor but i actually think they will at some point come back in favor so that's why i placed the five percent bet in iwm constellation software constellation software is another part of like you know i invested five percent into a minute you know bill ackman's uh

small caps are going to be they've just been not in favor but i actually think they will at some point come back in favor so that's why i placed the five percent bet in iwm constellation software constellation software is another part of like you know i invested five percent into a minute you know bill ackman's uh

small caps are going to be they've just been not in favor but i actually think they will at some point come back in favor so that's why i placed the five percent bet in iwm constellation software constellation software is another part of like you know i invested five percent into a minute you know bill ackman's uh

Pershing Square, which kind of operates similar to Berkshire, and Constellation Software also operates similar to Berkshire. They own vertical SaaS businesses, a bunch of them, and it's a 3% allocation there. Mark Leonard is the founder. He kind of looks like Rick Rubin. He's like a Canadian Rick Rubin, doesn't do interviews. He's like

Pershing Square, which kind of operates similar to Berkshire, and Constellation Software also operates similar to Berkshire. They own vertical SaaS businesses, a bunch of them, and it's a 3% allocation there. Mark Leonard is the founder. He kind of looks like Rick Rubin. He's like a Canadian Rick Rubin, doesn't do interviews. He's like

Pershing Square, which kind of operates similar to Berkshire, and Constellation Software also operates similar to Berkshire. They own vertical SaaS businesses, a bunch of them, and it's a 3% allocation there. Mark Leonard is the founder. He kind of looks like Rick Rubin. He's like a Canadian Rick Rubin, doesn't do interviews. He's like

We'll put up a chart of how well Constellation has done over the last 20 years. It's absolutely insane. Gone up, let's see. I mean, it's up 24,000%. all time. It's just absolutely crazy. Absolutely crazy. So he's a good steward of capital. And we'll see. That's a bet. Other stocks at 8%. Fixed income and cash at 3%. The private equity is mostly in funds and startup investments. Real estate is

We'll put up a chart of how well Constellation has done over the last 20 years. It's absolutely insane. Gone up, let's see. I mean, it's up 24,000%. all time. It's just absolutely crazy. Absolutely crazy. So he's a good steward of capital. And we'll see. That's a bet. Other stocks at 8%. Fixed income and cash at 3%. The private equity is mostly in funds and startup investments. Real estate is

We'll put up a chart of how well Constellation has done over the last 20 years. It's absolutely insane. Gone up, let's see. I mean, it's up 24,000%. all time. It's just absolutely crazy. Absolutely crazy. So he's a good steward of capital. And we'll see. That's a bet. Other stocks at 8%. Fixed income and cash at 3%. The private equity is mostly in funds and startup investments. Real estate is

I actually bought a new apartment for our growing family, so that's a part there. And crypto, 2%, and that's mostly Bitcoin. I guess this is a bit of a loss. I trim my... I rebalance my portfolio. I'm not one of those people that is glued to my phone to see how my...

I actually bought a new apartment for our growing family, so that's a part there. And crypto, 2%, and that's mostly Bitcoin. I guess this is a bit of a loss. I trim my... I rebalance my portfolio. I'm not one of those people that is glued to my phone to see how my...

I actually bought a new apartment for our growing family, so that's a part there. And crypto, 2%, and that's mostly Bitcoin. I guess this is a bit of a loss. I trim my... I rebalance my portfolio. I'm not one of those people that is glued to my phone to see how my...

portfolios doing at any given time i think that's a huge distraction but you know every month or every three months i'll look into it um and rebalance so i was rebalancing crypto as it was going up huge loss there right um i was selling bitcoin you know when it was at 60 000 and 70 000 and 80 000 um But that's the way I roll. I keep it pretty disciplined.

portfolios doing at any given time i think that's a huge distraction but you know every month or every three months i'll look into it um and rebalance so i was rebalancing crypto as it was going up huge loss there right um i was selling bitcoin you know when it was at 60 000 and 70 000 and 80 000 um But that's the way I roll. I keep it pretty disciplined.

portfolios doing at any given time i think that's a huge distraction but you know every month or every three months i'll look into it um and rebalance so i was rebalancing crypto as it was going up huge loss there right um i was selling bitcoin you know when it was at 60 000 and 70 000 and 80 000 um But that's the way I roll. I keep it pretty disciplined.

I think that a crypto allocation of 2% is healthy. And also in my private equity investments, call it another 2% or 3% is in crypto funds there as well. So for all the crypto heads who are like, I can't believe you're so low investment in crypto, I think I probably have a 5% allocation in total. which I don't think is crazy. So that's my wealth breakdown 2024.

I think that a crypto allocation of 2% is healthy. And also in my private equity investments, call it another 2% or 3% is in crypto funds there as well. So for all the crypto heads who are like, I can't believe you're so low investment in crypto, I think I probably have a 5% allocation in total. which I don't think is crazy. So that's my wealth breakdown 2024.