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IA Portfolio (Patreon)

Published:
2025-03-11 18:45:23
Imported:
2026-06
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Content

Slowly rotating: trimming MSTR, boosting TSLA.

Spot BTC and SOL unchanged—BTC’s 12% of my portfolio, TSLA’s double that, MSTR’s 4x.

SOL at $122? Criminally undervalued, IMO.

I’ll keep Rotating in 2025

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Comments

Hammy Lawrence

Surely in the near term SOL is what you should rotate into?

Raman Kumar

James do you think you could add cash and cash equivalent to this chart? This would help the community realize how much ammo to hold on the sidelines.