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Self-Directed InvestingAkhil Lodha (Co-founder, Sliced Investing)
&Mesh Lakhani (Founder, Future Investor)
Portfolio Allocation ModelAlso called the (100-Age) Model
Recommended to me based on my age (~30)
10%
20%
70%
Stocks Bonds Cash
Source: CNN Money
Not very scientific!
4%
24%
10%
8% 20%
10%
3%
20%
Domestic Equity Cash Fixed IncomeForeign Equity Natural Resources Private EquityAbsolute Return Real Estate
Source: Yale Endowment, 2013 Investment Report
The Endowment Model
Individual vs Endowment
Why are their portfolios different ?
Are Individuals long term investors ? Yes!
Are Endowments long term investors ? Yes!
Liquidity - ETFs/Index Funds Access - Investing Platforms
Expertise - Education
You vs Financial Advisor
Would you hire a personal financial advisor ? or
Would you prefer to manage your money on your own ?
Motif Investing• Buy into a theme: Modern Warfare, Breakout Biotech, Online Gaming
• Motif consists of up to 30 stocks
• Buy whole Motif for $9.95, or make your own and sell it
JOBS Act
Title II: General Solicitation + Accredited Investors
Title III: Public Securities Crowd Investing
What does this mean for Investors ?
AngelList
•$104 MM raised online
•2,673 Investors Invested into Startups
•243 Startups
•$2500 Minimum Investment
•Angel Investors alongside top VCs like Sequoia Capital and Andreessen Horowitz
• Streamlined, intuitive, and transparent investment process
• Invest into Institutional Quality Hedge Funds and VC Funds
• Minimums as low as $10,000 and 0% performance fees
• 4.5 MM invested through the platform in 6 months
Other asset classes
Peer2Peer Lending lending based on education & experience
Real Estate Crowdfunding offering both debt/equity. Backed by Silverstein Prop.
Marketplace for franchise Debt
EducationInvestors need to understand proper allocation
DiversificationBasics of the asset class & risk