IA Portfolio Update (Patreon)

Hey team, quick update on my portfolio is as follows.

Despite my bullishness on TSLA I still have not started the pivot out of Crypto into Tesla. I think we have some more time.

In addition, I am about 15% cash right now.

• MSTR (MicroStrategy) is the largest holding, comprising 35.1% of the portfolio.

• TSLA (Tesla) is the second largest holding with 21.6%. This was 17.5% last time I posted if I recall.

• SOL (Solana) is now a significant part of the portfolio at 16.8%, which is larger than Bitcoin (BTC) at 16.0%.

• SOLAlts (Solana Alternatives) account for 2%. They have gotten hit hard and I am eyeing up some items that are close to turning.

• Other positions include:

  • CLSK (CleanSpark) at 5.6%.

  • ENPH (Enphase Energy) at 0.7%.

  • BABA (Alibaba) at 0.3%.

  • The rest are crumbs ie 0.1% BITF RIOT