Financial Portfolio금융 포트폴리오

Long-term investment allocation across stocks, gold, and cryptocurrency

3 Asset Classes
16 Holdings
3 Accounts
2021 Since

Asset Allocation

By Category

Individual Holdings

Holdings Breakdown

US Stocks

GOOG Alphabet Inc. +67.2%
IVV iShares S&P 500 +31.9%
BRK.B Berkshire Hathaway +17.0%
VOO Vanguard S&P 500 +19.6%
KO Coca-Cola +18.3%
XOM Exxon Mobil +17.3%
META Meta Platforms +5.4%
LDOS Leidos Holdings +10.5%
AMZN Amazon +5.5%
PFE Pfizer -4.5%
MSFT Microsoft -6.0%
CVS CVS Health -8.1%
CMG Chipotle -37.0%

Gold

TIGER KRX Gold ETF (KRW) +9.1%

Cryptocurrency

BTC Bitcoin -22.5%
ETH Ethereum -30.8%

Relative Performance

Portfolio value normalized to 100% at January 2021

Investment Philosophy

😴 The "Sleep Well" Criterion

My most important rule is peace of mind. I only invest in assets that let me sleep soundly—companies I deeply believe in for the long haul (target: 2033). I prioritize psychological stability and long-term conviction over maximizing short-term theoretical returns.

💰 The 75/25 Allocation Rule

I strictly allocate 75% of my income to investments—primarily USD assets and US Tech Stocks—to hedge against inflation and local currency risk. The remaining 25% is budgeted for living expenses, ensuring a disciplined approach to building seed money.

🚀 Wealth Through Capability

Market returns preserve wealth, but skills create it. I view investment as a passive engine to beat inflation, while I focus my 20s on increasing my own "market value" through personal capability and career growth—the true driver of wealth.