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Portfolio Update - 95% in 4 Assets (Patreon)

Published:
2024-11-13 15:45:30
Imported:
2026-06
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Content

Quick update

Rem I am 95% in 4 Assets

High Conviction – Go for the Jugular: Now Is Bitcoin's Moment

  • As BTC hits 92K MSTR is a beast now nearly 52%. I am still riding this train and i am still in MSTR on the IRA Pair Trade

  • TSLA fell from 25% to 22% as MSTR has shot up w BTC.

  • Spot BTC and Spot SOL are the same 10.8%

  • Enphase is now 0.0016% of my Holdings... and has dropped off the chart - this one has been brutalized and it shows you once again why allocations are so important when balancing risk and reward.

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Comments

Fadel

Boom bastic 😍👍

Dion Millen

Thanks guys for everything. BTC.CN pumped up 100% today since yesterday 172% 🙌 I'm in the trade. This group has been a God send.

F101

This loss on MSTR vs BTC pair today is ODD. IA; Are we going to review it ? Worst disparity seen in a long time Massive price flux… But -10% drop between MSTR/ BTC pair all day long .. with MSTR loosing

Warren James

i THOUGHT WE WERE SUPPOSED TO CHANGE FROM MSTR TO TSLA AT 1.01 IN THE IRA ACCOUNT (TSLA & MSTR)

Clueless

Is Enphase still good, it is at a 52 week low, would it be a good time to get in? I have a long term horizon. Thank you in advance.

SuperRock

❗❗❗JAMES❗❗❗ Where is SUI that you bought and where is INJECTIVE that you still hold?????? Keep asking...... You say you read the comments but clearly you don't .... 😔

ZORBIE
>>155257276

☝️it seems to early. Ellio says this is the sign that the marketmarkets are overcooked. And that its one of the signals he uses for timino his exit. But this time is different... no?? Rampant adoption??

Solar Power

My advice to ENPH holders is quit wasting time asking about it. The market has proven its a looser. Fess up to it. Don't throw good money after bad. Don't hope for it to return any time soon if ever. Be like James, hold 99.9% of the good stuff and forget you ever heard of ENPH. Focus you time on MSTR, TSLA, sol, etc. every minute you waste on ENPH is a minute you can focus on learning what's good.

Eddie

Is it too risky to add more MSTR @ $328 to my portfolio, currently at 4.5% ?

CGdreams

Good evening friends I have done well by holding TSLA and MSTR for the last 18 months. I have a little bit of cash to add to those bags. I would be grateful for anyone’s thoughts about entry prices during this modest pullback? Thank you.