We started investing new money in private equity real estate funds. We also shifted money to an option trading strategy that benefits from sideways moving markets.
We max out our 401k contributions, but taxable accounts grow much more because most of our savings come from bonus money, which is after-tax.
Home equity is Zillow estimate less 7% for selling cost less mortgage
Private equity is two investments in multifamily housing funds, projected rental yield ~8%, plus some modest capital gains
Funds in the 401k are all no fee, apparently subsidized by the employer. Nice!
Deferred Compensation is bonuses from prior years (already vested) that we voluntarily deferred
Options trading: I will write some additional detail in a later post, but for right now, this is mostly exposure to US large cap equities
