IA Portfolio Massive Swing (Patreon)

My portfolio has swung violently lately. Just a few months ago, 57% of my bag was in MicroStrategy (MSTR) and 16% was Tesla (TSLA). Since Dec I used leverage to shift some of my funds out of MSTR, selling about one-sixth of my position and entering into Options Positions on TSLA. This strategy has changed my portfolio balance significantly. Now, TSLA makes up 35.5% and MSTR is down to 37.7%. If this trend continues, TSLA will soon become my largest holding, overtaking MSTR. My plan since 2024 has been to get to 50% Tesla and will still work towards that.

The Pair Trade MSTR / TSLA has also been a gift.. timing those moves was key to this change. ATR has been a killer.... will show the new KILLER tomorrow for the first time... 10 mths of hell but we pulled it off and the mechanics of my FINAL model will blow your mind.

Many ask will I swing trade back into MSTR? Answer is no - not unless we see a Nav Premium super low around 1.35. My goal is to DE RISK my portfolio - and that means reducing MSTR and then miners if they pop and SOL too....