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After a rough few days the portfolio is pretty stable

MSTR still 52% - TSLA 21.3%. SOL nearly 12% after the big run up and spot BTC 10.8%. As u know MSTR was my vehicle to grow my BTC bag - if I converted my MSTR to Spot BTC my BTC bag would 6x in size... pretty nuts. Bitcoin Maxis still don't get it. Instead my plan still remains in 2025 to rotate to Tesla - how much remains to be seen.

My year end plan is always the same - I clean house. I will eliminate any non performing assets and balance that with a little profit for tax reasons. My miner positions maybe on the block.

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Genius4Hire

Wow. 6x. What a deal Great call Man.

Jjong Ah

My cocktail is similar yet much smaller however I also want to pivot 1/2 my $MSTR to $TSLA. Sir 🙏🏿 pivot timing insights appreciated!

Traig

Did you mean - “if I converted my Spot BTC to MSTR my BTC bag would 6x in size” instead? Meaning MSTR has better return?

Kesh

What does he mean by my miner positions maybe on the block?

Gabriel Alfoad

Dos he meant that he is selling his mining positions?

Nyama

James when will you do the year end clean up.

sVong

Gents, can you please share your thoughts on this: As a German, I don't have to pay taxes on crypto gains after a 1-year holding period. For stocks, however, I pay 25% on gains. Current Portfolio: BTC: 43% ETH: 21% SOL: 8% Alts: 9% MSTR: 5% MARA: 9% CLSK: 5% I've made solid gains on most of my portfolio. CLSK and some of the alts have performed okay but are lagging behind the rest. Many previously critical voices on X seem to be shifting their opinions, now claiming that ETH has potential for the rest of this cycle. What are your thoughts on rebalancing? I'm considering converting all CLSK and 20% ETH into MSTR and SOL, and maybe even trimming around 20% of my BTC to allocate more into MSTR.

HERENOW

IF SOMEONE IS STARTING FROM 0 FOR RETIREMENT - WHAT WOULD BE THE ASSETS TO PICK AND AMOUNT OF EACH TO REACH $5MM RETIREMENT BAG IN 2032

Mike smith

Wondering since BTC is up so much wouldn’t now be a good time to swap some BTC profits into SOL seems like an easy 2x before BTC does 2x seems like the current SOL portfolio should be higher temporarily as we enter alt season