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IA Portfolio update (Patreon)

Published:
2025-07-10 16:51:30
Imported:
2026-06
Tags:
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Content

Big changes in the portfolio....

Rem as BTC grows, MSTR grows faster so relative proportions do not reflect the massive growth in portfolio over last few weeks.

Reflecting HYPE addition

HYPE and JUP are equal in size

NVDA jumps over 4%

TSLA 29%

MSTR still above 40%

Miners shot up to 1.9%

Files

Previews only

Comments

Chewie

Interesting your HYPE same as JUP

SachMoney

Did James recently mention when he will exit out of miners and btc treasuries?

LessEgoMorePeace

James and AI community. Can you help me with your thoughts, I may have an opportunity to buy SpaceX shares. If SpaceX were available to buy, what percentage of the portfolio would you invest in it? How would James's allocations look different? THANK YOU. Love this community. So many smart people

Zach Thompson
>>179990926

IMO, you can always resell on the private market and SpaceX is the most sought after company. Buy as much as you can

Funky
>>179989343

You should make your own plan. Nobody should rely and wait only until "James says so and so". Yes, James does a lot of good trading/timing. But IA community sometimes front-runs his trades (and sometimes, more often) people just follow what he does. You can't expect some specific time or price target in advance, before he does the thinking and trades. "Keep your tap dancing shoes on".... things change and can escalate quickly.

Cobra350

I thought James bought SSK?

Jonk6

A few of the Segments in the pie chart are too small to add text but probably represent the missing assets people are quiering?!

big r

So....... sell the few shares of Microstrategies for about 5x as many sol ? Does it look like Microstrategies is tapped out and with alt coin season possibly 🤔 that sol might 2×

Cryto Pops

What was the reasoning of xfer into Hype. Did I miss the fundamental on the why

TeslaToshi

Did James get rid of BABA?

Hameed Mohmand

Hi James , how much of your MSTR bag you are planning to keep through the bear market ?

Grand_Duke_Abigor

80% of your portfolio (81% to be exact) is BTC, MSTR, and TSLA. Is that your HODL bag? The rest is the active trading bag? (except maybe NVDA & SOL) I understand 80/20 is a guide and allocations get skewed at times, but is this the gist of how you view your holdings?