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Hi Team

Quick update on my allocations... the growth in $SUI, $CYFRF (Sol Strategies) and $NPPTF (Neptune) have all broken the 0.3% mark which means they show up on the chart.

These 3 ($SUI $CYFRF and $NPPTF) are now the size of my CLSK bag which is pretty unreal.

MSTR has fallen under 50% for first time in a long time.

Tesla is above 25% and I am happy about that.

Spot SOL is > BTC

SUI is now 3.5% of my SOL

Tomorrow is the day when I clean the house - take profits, shed any losers, book any losses, and offset them with gains. Expect a lot of Trade Alerts.

2024 despite a shit DEC has been the most incredible year. I am fine with selling some items too soon.

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Mr T

Thanks for the update James; look forward to incessant trade alerts!

F101

Tomorrow looks to be another red blood bath for crypto and MSTR . Painful miss 5 or 6 weeks ago on getting out of MSTR. Once Biden admin is out and Trump in safely , I hope the bull can return

Chewie

My MSTR biggest bag 27% BTC 2nd just under that TSLA 3rd 22% SOL 11% ETH 3% Glad I stuck to Miners under 5% so not stressed about them. Biggest bag CLSK shrunk to well under 2%. Wish I got more SOL Strategies and Neptune Digital NDA too. Both about under 3%. SMLR (which James did not get since no Options) is now just over 4% SUI now 15% of SOL (0.8% total), 5th biggest Crypto after BTC, SOL, ETH, and DOG as my biggest Meme play as top dog on Runes!

Dan D

Think he's gonna be saying goodbye to CLSk.

Ang76

Can anyone help answer a question about Sol Strategies: is CYFRF same as HODL? I’m in Canada if that helps .

Diamond hands 💎

CLSK sucks and in a loss. Although been picking up some covered calls on them. Recoup what I can whilst I wait for the recovery ❤️‍🩹

Francesco Romagnollo

James, it would be nice if you could consider adding to the portfolio the % of cash standing aside, ready to be depleted when you need it. Thanks

jordan

What ever happened to injective?

Invest4life

From a risk management standpoint, could you share what your overall portfolio looks like including your real estate rentals on a percent basis. In 2021 you had a belief of 1/3,1/3,1/3. MSTR bag has definitely thrown this out of proportion. Just interested in what this looks like.

M S

How many times a year is portfolio maintenance? Quarterly?