Self-Directed Investing by Akhil Lodha, Co-founder of Sliced Investing, and Mesh Lakhani, Founder of FutureInvestor.co

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 ?

Fintech RevolutionHow technology is changing the way we invest!

The Automated Investment Service

Diversified Portfolio of Index Funds

Low Fees:.15%-.25% AUM

Low Minimum:0-$5,000

Active Investing Platforms

Robinhood

$0 commission trading

Beautiful Mobile UI/UX

Effortless to purchase a stock

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

Social

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

Our Portfolio

4%

65%4%3%5%

19%

Cash AngelListFundrise Bond Street MPIndex Funds VC Fund

Thank you!Akhil Lodha

www.slicedinvesting.com&

Mesh Lakhanifutureinvestor.co