This was my first portfolio.

Not knowing what to do for my high school senior project I decided to use my Scottrade portfolio as a learning opportunity. Articulate my thought process and practice communicating in technical terms.

As of today I’m starting from scratch.

Below is a list of financial advisors, newsletters and resources I take financial advise from. I’ve also included current trends and startup investment opportunities I would invest in.


Brighton Jone

Rose Capital Advisors

Freestone Capital


Blythe Masters

Jamie Dimon

Charlie Munger

Bill Gates

Dr. Michael Burry


Brighton Jones

Rose Capital Advisors


Animal Spirits

WSJ The Future of Everything

Newspapers, journals and quarterlies

New York Times

Wall Street Journal


Business Investors Daily




Worth Financial Intelligence


Textiles and manufacturing

Bolt Threads

Thread International

Carbon 3D printing

Desktop Metal

Industrial design


Butterfly HQ handheld ultra sound

Microsoft Inner Eye

Halo Neuroscience


Open Bionics


FlexFoil by Flexsys


Machine Learning

OpenSpace watching

Privacy Labs watching

Emotion Recognition and Eyetracking Software


Eyefluence purchased by Google

Beyond Verbal watching

Real Estate

Bungalow Living


New Story 3D printed homes nonprofit

AbiliTrek Yelp like app to help people with disabilities

Accomable acquired by Airbnb

Yielders watching

Divvy Homes watching

Suitness watching



Everledger watching; open ledger for tracking hard assets like diamonds in addition to current proof of provenance. Houses of luxury have to craft their own products. They can’t claim expertise if they don’t do this. Everledger, a SAAS company, compliments this authenticity adding another layer to the microscopic laser inscription found in high end stones. 



Ellevest watching 


Community Sourced Capital closed shop

Trov watching 

MicroVentures platform for investment opportunities

Bolt watching


Climate and Food


National Young Farmers Coalition nonprofit

Harvest Returns watching

Good Food Jobs

Climate Corporation, FieldView acquired by Monsanto

Growing Veterans nonprofit


IDE Technologies



Diamond Foundry

Restoration Hardware I remember coming across them before they become “popular” 

Something similar to Kettle Chips just not owned by the Moonies

Other investment areas I’m watching

Airlines as software companies

I got to hear the presentation and thought process on designing this and was throughly impressed by it’s Howard Hughesness and Starbucks customer service template. Article, Actual Design.

Biometrics – voice, eye and biomechanics

Thermohaline Circulation

Lab grown food – this space is really interesting to me considering my background in big fish; the concept of organic products, for example, wild salmon can’t be labeled organic because it isn’t produced in a controlled environment but farm raised salmon can.

Looking at food and insurance through the lens of climate change. This includes food and energy as a non GDP core inflation input, the number American farmers retiring and barriers to entry for young people who are interested in farming. I’m also interested in farming as a type of climate care, or soil as a carbon sink.

Desalination both large scale and modular

Working farmland with access to water


AR – Virtual Instructions (e.g. IKEA furniture, makeup, drawing) and recipe cooking.

Medical mixed reality is an area I’m watching as well.

Designing out biases in machine learning

Creativity in banking. My interest is in storytelling and tone and how banks see their net perspective as a brand.

I really love Wealthsimple’s online magazine and video archive. The artistry of cinematography comes in controlling what the viewer sees through layering of color, music, and character archetypes.

Simple bank and Triodos Know Where Your Money Goes map is also pretty great.

A few notes

Open Bionics There’s this really lovely clip in the movie Wonder where a young boy with a deformed face is having lunch with a new friend. The friend asks why the young boy doesn’t get plastic surgery and his response is “Dude, this IS what my face looks like after plastic surgery.”

If you’re watching the assistive technology space there’s a lot of great companies doing great things. Open Bionics caught my attention as a designer because it acknowledges the mental hardship of being disabled and designed a visual gem into it.

Bungalow Living Bungalow Living is the broker. If a homeowner wants to rent a investment property out and doesn’t want to deal with the details Bungalow takes care of it. Applicants, credit checks, etc. As a rentee, Bunglow provides designer furniture, sets up the Wifi, checks for roommate compatibility and even supplies basic kitchenware. My disinclination is that they over retrofit the houses to fit more people in them. Adding a 10’x10′ bedrooms in living rooms and basements, sometimes where they shouldn’t be.

The question for me is would I as a rentee want to be there? Do the makeshift walls change the air flow and light dynamics in the house? Does forcing proximity between transient people create tension in the house? How does this affect turnover and the company’s bottom line?

Blossom Finance 

“Blossom enables investors to grow their wealth by helping micro-entrepreneurs in emerging markets.

Muslims make up 27% of the world’s population but are prohibited from dealing with interest-based lending products. . . that mean 27% of the world can’t charge or pay interest but still needs capital to buy cars, run businesses and grow companies. Blossom brings p2p lending platform best practices to an underserved market. The business model is proven and the success of p2p finance in the non-muslim world proves that the market is ready. Matthew understands fintech and is a compelling founder. This is a huge opportunity.”

I aspire to be aware. I’ve lived an immensely lucky life and know that comes with some sheltering. Blossom caught my attention because it took a concept, enhanced and reframed it. Be it business, sports, music, food, fashion, culture, I try to be aware of cultural appropriation and appreciation. To have listening skills and emotional intelligence. Let’s make you more you. Let’s celebrate you.

Nike did this well in 2017 and 2012 in their Find Your Greatness Campaign