My income factory update (4)

来源: 于 2025-08-09 07:05:08 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

My rules of income investment:

  1. No margin, no option trading 
  2. No single position exceeding 5% of the portfolio 
  3. maintain cash/short term bond at about 30%
  4. minimize tax

Getting closer to my target.  Let's see whether we can achieve it by the end of this year.