NEW STARTUPS

⛳️ Twisted Golf

The 1st fan-controlled golf media network (LINK)

⛵️ ARKHAUS

Floating country clubs for the social elites (LINK)

👂 Sonical

AI tech for your ears (LINK)

AN UPDATE ON MY PORTFOLIO

For anyone here that is new, I will periodically share my entire investment portfolio with my readers.

Lots of people who write in the financial investment space cherry-pick their wins to make it look like they’re gurus, just so that you’ll buy their course.

We don’t do that here.

Sure, I’ll celebrate my wins - but I’ll also show you any failures I have along the way.

Without further adieu, here is every startup I’ve invested in, how much was invested, and what their valuation multiple stands at. 

1. AtomBeam ($13,541) - 3.3x paper gains 🎉

2. StartEngine ($10,750) - 3.7x paper gains 🎉

3. BZP ($6,500) - Returned $9,018 in cash dividends, still maintain equity stake 🎉

4. TriAgenics ($3,415)

5. Uncanny.gg ($3,000)

6. ||NEW|| SkinBit ($3,000)

7. Wefunder ($2,850) -1.9x paper gains 🎉

8. NxNW Brewing ($2,501) - now bankrupt, -100% ☹️

9. NowRx ($1,600) - also bankrupt -100% ☹️

10. QuickLoadz ($1,500) - 1.7x paper gains 🎉

11. ||NEW|| Bepo ($1,500)

12. Avadain ($1,250) - 2.5x paper gains 🎉

13. Virtuix ($1,200) - 3.1x paper gains 🎉

14. PromoTix ($1,000) 1.1x paper gains 🎉

15. The BuildClub ($1,000) - 1.2x paper gains 🎉

16. Psyonic ($1,000) - 1.3x paper gains 🎉

17. Boxabl ($1,000) - 1.2x paper gains 🎉

18. SolarGaps ($1,000) - 1.2x paper gains 🎉

19. ||NEW|| Arro Finance ($1,000)

20. Cafe-X ($850)

21. Kara Water ($800) - 3.8x paper gains 🎉

22. Beehiiv ($750)

23. Hedge ($625)

24. Azure Printed Homes ($600) 3.7x paper gains 🎉

25. Kamoti ($571)

26. Whiteclouds ($550) - 1.2x paper gains 🎉

27. Offline ($500)

28. Substack ($500) - 2.2x paper gains 🎉

29. Clockwork ($500) - Acquired, no return for investors -100% ☹️

30. Ink’d Greetings ($500)

31. Ola Brew ($500)

32. Ollo Footwear ($500)

33. Armbrust American ($500)

34. Praise Token ($500) - written off, what was I thinking?? ☹️

35. ||NEW|| Plunge ($500)

36. ||NEW|| NameCoach ($500)

37. FuelGems ($400) - 1.5x paper gains 🎉

38. Crafter ($350)

39. Harmony Turbine ($300) - 1.7x paper gains 🎉

40. The Sill ($300)

41. ||NEW|| SmartDrone ($300)

42. Beuhi ($250)

43. Irrigreen ($250) - 1.4x paper gains 🎉

44. Novella AI ($250)

45. Autocase ($250)

46. Four Doors ($200)

47. Republic Note ($150) - actively trading, currently -80%*

    _{*I actually recommended against investing in Republic note here, but scooped up a very small portion since it comes with ‘access’ perks to exclusive crowdfunding events. As someone reporting in the space I decided to buy in to stay informed!}

Whew that’s a lot of names - so what does any of it mean?? Let me add some context - my total amount invested into startups now stands at $71,366.

Thus far, some failed investments have caused me to lose $5,101.

However, one of my successful startups has paid me back $9,018 leaving me with a net gain of $3,917.

There are still a lot of chips on the table - if we take into account subsequent funding rounds that have re-valued certain startups in my portfolio, the total value on paper stands at $161,938 (2.27x).

In 10 years I expect to see:

• 30-35 of these names to be crossed out with a 100% loss

• 10-15 with modest exits (anywhere from -30% to +100%)

• 1-4 with colossal returns (300% to 1000%+)

Those 1-4 with colossal returns are essential to my portfolio having a positive return - and this is typically how venture firms work. The majority of investments go to zero and the few big winners generate the bulk of returns for investors.

There’s already a few startups that have been crushing it and I’m starting to celebrate them as if they’re surefire wins. My “I’m probably taking a victory lap too early” candidates are:

• Beehiiv - just cracked $20M in ARR (which doesn’t include all their revenue streams)

• StartEngine - on pace for $150M+ in annual revenue + exposure to the world’s top startups via their carry on StartEngine Private deals

• BZP - already returned cash plus interest, profitable, and growing.

Since last updating you in November I’ve added six new startups to the portfolio, which comes out to less than 1 per month.

As I gain experience and sharpen my investing skills, I feel like I’ve become more selective (losing money tends to do this to you).

This is in line with my plan from the beginning; I wanted to accelerate my learning by getting a lot of direct exposure to startups early on.

Now that I have years of experience under my belt, I can slow down my investment volume and raise the quality threshold for startups to join my portfolio.

That’s it for this week - good luck out there!

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