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IA Portfolio Sept 4th, 2024 (Patreon)

Published:
2024-09-04 21:29:56
Imported:
2026-06
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Content

Last time I checked, MicroStrategy was at 40%, but with the recent drop in Bitcoin prices, it's fallen to 35%. BTC proxies have taken a hit.

On the flip side, Tesla has risen to 28.5%—I’ve been buying in aggressively on every dip.

Bitcoin and Solana are now about on par.

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Comments

Greg Leisure

Annoyed with the Tesla price action but continue to hold because or James conviction let’s see if she gets a wild hair and takes off

Fluffy fluff and the banana hammocks

Sorry to ask a dumb question as I’ve been on vacation driving the wide roads of Cornwall where a double decker bus is around every bloody corner but did microstategy get the 2 billion and did they deploy in bitcoin holdings yet?

Ka N

TSLA - 1 year analyst predictions on trading view are all over the map. IA profit taking model also has it doing only 2X from 200’s entry.

HappyBoo

Thanks James. I have noticed no IBIT.

Wayne Leahy

What happened to Nosana?

Hameed Mohmand

Thanks James -I did not have any MSTR . I bought some last week . My portfolio is mostly Solana 70% Tesla 15 % , MSTR 10 % . NFA - is it the right time to move some more Solana now to MSTR or wait ?

Redcurry

I use the digital portfolio tracker but have no place to add stocks. Does IA share this model, where all assets are listed? Would be nice to have.

Daniel882
>>148553837

Solana is proper depressed price wise. MSTR is 60% outperformance BTC, SOL could easily 3-5x outperform BTC so wrong time. You should be thinking about rotating out of crypto the next 6-15 months into equities like TSLA

Crypto Curious

James, will you be continuing to pair trade TSLA & MSTR? 1 TSLA is 1.75 MSTR. Would you consider this a good time to make a pair trade? Sell some TSLA and buy some MSTR?

Arturo

To be honest, we are all overweight MSTR and underweight BTC, I am guilty of that too