IA Portfolio Jan 13th (Patreon)

Quick update from the bags

• MicroStrategy (MSTR) still dominates but under 50%.

• Tesla (TSLA) is the second largest holding and thank goodness it is over 25%, ive been adding now 25.5% of the portfolio.

• SOL (Solana) represents 10.3% of the allocation is above BTC again

• Bitcoin has a 9.9% share but rem my MSTR - that was my choice to go all in on MSTR and it was my trade of the decade w SLs

• Other assets like SOLAlts, SUI, Neptune Dig Assets, GlobalStrat CYFRF, CLSK, and NVDA make up the remaining 5.2% of the portfolio.

  • SOLAlts at 0.5%

  • SUI at 0.4% has grown.

  • Neptune Dig Assets at 0.4% my spaceX play

  • GlobalStrat CYFRF at 0.8% this has crushed it - i threw pennies at it and is now nearly 1% of my networth

  • CLSK at 1.6%

  • NVDA (NVIDIA) at 0.6%