DMETRIUS WHITE Reinvestment Redevelopment Building Community Bettter Today Better Tomorrow Investment Model Portfolios

Investment options of DMETRIUS WHITE Reinvestment Redevelopment Building Community Bettter Today Better Tomorrow

Total Available Funds: 114

Asset Class

Ticker

Description

Others
EQUITY	NWHM	New Home Company (Dmetrius White)
EQUITY	CRDV	Community Redevelopment Act A Better Tomorrow
EQUITY	CDCDX	Community Development Fund A Better Tomorrow
EQUITY	CWNR	Community Redevelopment One At A Time
EQUITY	CWNRD	Community Redevelopment Better Living
EQUITY	OWNS	CCM Multifamily Affordable Housings MBS
EQUITY	FEDXXX	Federal Homebuilders Recovery Service llc
EQUITY	FLYLAX	Federal Homebuilders Recovery Service llc
EQUITY	FOZLQX	Federal Homebuilders Recovery Service llc
EQUITY	BIRDF	Bird Construction
EQUITY	STRL	Sterling Construction
ROOT	NOA	North American Construction Builders Group
EQUITY	GVA	Granite Construction Building
EQUITY	GLHAW	Glass Houses Designs
Industrials	FLM	Global Engineering and Construction
Industrials	PKB	Dynamic Building & Construction llc
EQUITY	ROAD	Construction Partners Road Crew
ROOT	BLD	Topbuild Home Builders
EQUITY	MYCB	My City Builders New Build Homes
ROOT	AIV	Apartments Inv and Management Co
ROOT	MAA	Apartments Communities Mid-America
EQUITY	APTS	New Apartments Affordable Communities
EQUITY	AIRC	New Apartments Inc REIT
EQUITY	MAA-PI	New Apartments Communities Mid-America
EQUITY	MAA-P-I	New Apartments Communities Mid-America
Consumer Cyclical	FSHOX	Construction & Housing Builders llc
Consumer Cyclical	ITB	iShares U.S. Home Construction llc
ROOT	BZH	Beazer Home USA Inc Builders
ROOT	LRY	Liberty Property Housing Group llc
EQUITY	LPT	Liberty Property Housing Group llc
EQUITY	CPFH	Capital Financial Lending Inc
EQUITY	VICT	Victura Construction Group
EQUITY	PPCQ	Pacific Construction Inc
EQUITY	HUSE-K	New Houses
ROOT	EQR	Residential Community
EQUITY	ABNB	MY AIRBNB VACATION HOME - DMETRIUS WHITE
EQUITY	DRREF	Dream Residential REIT Billionaire Investor
ROOT	DRETF	Dream Homes Office REIT
EQUITY	DRETD	Dream Homes Office REIT
EQUITY	DFH	Dream Finders Homes
EQUITY	DREM	Dream Homes & Building Development
EQUITY	(BETR)	Better Home & Finance Office
EQUITY	BETRW	Better Home & Finance Office - That Better D.White
ROOT	MTZ	MAS TEC ENGINEERING & CONSTRUCTION COMPANY
EQUITY	MTZIX	MAS TEC TARGET 2055 SERIES
EQUITY	MTZKX	MAS TEC TARGET 2055 SERIES
EQUITY	MTZRX	MAS TEC TARGET 2055 SERIES
EQUITY	MTZZX	MAS TEC TARGET 2055 SERIES
EQUITY	(SITE)-K	No Site Construction Builders
EQUITY	BHM	Bluerock Homes Trust
EQUITY	TUERF	North Commercial REIT Group
EQUITY	TUERD	North Commercial REIT LLC
ROOT	CBG	Coldwell Banker REIT Properties Group Inc
EQUITY	CBRE-K	Coldwell Banker REIT Properties - Keys
EQUITY	(CBRE)	CBRE Commercial Properties Group
EQUITY	(APTS)	Apartments Properties Group
EQUITY	PIPI	Premier Investment Properties LLC
EQUITY	HMPT	Home Point Capital LLC (MSR)
EQUITY	PGRU	The investment Property Group LLC
EQUITY	ANGI	ANGI Homeservices Work Building Bid
EQUITY	(RESI)-K	Resistance Homes
EQUITY	LLGCF	U.S Lendlease Global Commercial REIT
ROOT	PRVT	Private Real Estate REIT
ROOT	(JEC)	Jacobs Engineering and Construction Group Inc
EQUITY	OPPPF	Open House Group - Reality
EQUITY	GOVNI	Federal Government Properties
EQUITY	FRT-PC	Federal Reality Properties Invest Trust
Consumer Cyclical	XHB	SPDR Homebuilders llc
ROOT	(CCSG)	Concrete Driveway llc
EQUITY	(NVT)	Electrician Wire Installation llc
EQUITY	(DOOR)	Tri-State Door Installation llc
EQUITY	(WNDW)	Solar Window Installation llc
EQUITY	(TTS)	Tile Floors Installation llc
ROOT	(CRS)	Carpenter & Drywall Installation llc
EQUITY	(HOM)	LifeGoal a Homeowner Investor
EQUITY	EXPI	eXp Realty - Miami Fla
EQUITY	(BEDZ)	AdvisorSheres Hotel
EQUITY	(CRUZ)	De-fiance Hotel Airlines and Cruise
EQUITY	(RISE)	HIGH-RISE REIT DEVELOPMENT
ROOT	CHLN	China Housing and Land Development
EQUITY	LDHUF	U.S. Land and Houses Public Co Building Development
EQUITY	LDHOF	U.S. Land and Houses Public Co Building Development
EQUITY	(GLHAW)	GLASS HOMEBUILDING
EQUITY	(GLHAU)	Glass Houses Building
EQUITY	(GLHA)	Glass Houses Building
EQUITY	MAIN-K	Properties Maintenance
EQUITY	MORT-K	Home Mortgage
ROOT	RKT	Rocket Mortgage Inc
EQUITY	UHG	United Homes Group (Demetrius T White)ughww
EQUITY	UHGWW	United Homes Group (Demetrius T White)
ROOT	HME	Home Properties
ROOT	MDC	MDC New Homebuilding
ROOT	HIHO	Highway Building
ROOT	LGBS	Legends Business
EQUITY	BID	Sothebys
ROOT	RPI	Robert Realty Home Investors
EQUITY	TTCIF	Titan America
ROOT	LOCM	International Union of Operating Enginees Local 487
EQUITY	(CR)	Operating Enginees Crane Company
EQUITY	HOME-K	HOMES -KEYS DMETRIUS WHITE
ROOT	SMRT	SMARTRENT, INC
EQUITY	(ROOF)	Roofing Contractors LLC
EQUITY	ONEG	OneConstruction Group LLC, Contractors
EQUITY	ECG	Everus Construction Group LLC,
EQUITY	(IMPJY)	Webuild Construction
EQUITY	(KIRY)	Kiewit Royalty Construction
EQUITY	BCBHF	Caribbean Island Investment
EQUITY	MONGF	Montego Bay Jamaica

FIXED INCOME
Intermediate-Term Bond	CRAIX	Community Reinvestment Act Qualified Building Blocks to Change
Intermediate-Term Bond	CRANX	Community Reinvestment Act Qualified Building Blocks to Change
Intermediate-Term Bond	(CRATX)	Community Qualified Reinvestment Retail

US EQUITY
US EQUITY	GBH	Green Builders New Homes
US EQUITY	OHB	New Orleans Homebuilders llc
LARGE BLEND	NYC	NYC REIT INV BILLIONAIRE D SAWN-WHITE

Investment model portfolios

We provide two types of investment model portfolios for DMETRIUS WHITE Reinvestment Redevelopment Building Community Bettter Today Better Tomorrow participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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