IA Portfolio Update (Patreon)

Rotation really works.... as u can see how moving about 18% of my MSTR bag has doubled my Tesla bag - last MSTR/TSLA swap was at 1.46 now it is at 1.22 sadly.... things move real fast these days.

In Nov I was 19% TSLA and 57% MSTR.

Exactly two months ago I was 51% MSTR and 22% TSLA. Now that has turned a lot in just 8 weeks to 33% TSLA and 41.2% MSTR - meanwhile my main Brokerage account has more than doubled Since April 8th.

NVDA has also grown to 2.4% after adding hard during the dip - my first NVDA buy since 2022.

My Cash Balance is about 4.5% which is close to fully deployed.