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What a difference 2 days makes!

Tesla is now just shy of 30%, almost matching my MicroStrategy position. That was very different a few weeks ago.

Bitcoin has fallen to 14%, and Solana is nearly 18%.

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Comments

Alakin

Are there any plans to increase the Sol Alts bag?

Tradernas2

Tesla ripping like it did.. Yowzers..❤️

F101

Wish I had gone with my instinct and sold off some MSTR at 1800 earlier to buy tesla .. argh. Vs listening to

STANLEY

Yeah same boat mate watching ratio go from 10 to 5 has been very painful 😒 got in mstr higher also so down big time

Redwisard2005

If you have 300k in SPY how would you split it up between TSLA and MSTR..? Hypothetically

Sean Delaney

We all new a breakdown was quite possible if not probable. I believe I told myself I would “Buy the FN Dip”.

Hightauer

Does this include Call option positions?

cornhead

Does anyone have a program model that will automatically calculate portfolio percentages like James has here?

Oliver Cavanagh

Where's the cash? Should be everything he owns. Not just stocks and crypto.

R.M

I thought James owned injective and render?

Plan Tesla

Is the chart missing Bitdeer percentage ?

Xanjo ✓

James has said he usually stays 7% cash ready to deploy. But right now he is 15% cash and will be deploying when opportunity arises