Portfolio Update This Week (Patreon)
Published:
2025-08-23 16:32:41
Imported:
2026-06
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Content
All my TSLA stacking is beginning to pay off... MSTR now 33.8% and TSLA now 33.4%... nearly matching. Remember that the TSLA position is options-heavy, so if TSLA spikes, so too will the performance. As price increases, the value of the puts I sold decreases (a good thing), while the LEAPs I bought appreciate (a good thing).
SOL has also popped, and it is now catching up to BTC in terms of allocation... I foresee it will surpass the Bitcoin load
Still waiting for the window to unload my Bitcoin Miners... but my DRIFT JUP and HYPE positions will soon be a lot larger than my Miners. Proceeds from miners will go into Tesla.
Big Picture
I am 92.7% in 5 items MSTR TSLA BTC SOL and NVDA
Remove NVDA I am 87.7% in these 4 items.
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