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IA Portfolio moving fast (Patreon)

Published:
2025-08-26 18:31:35
Imported:
2026-06
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Content

quick update

TSLA is now my largest position.... rotation plan has been executed,

My UPXI and HYPE have blown by my Miner position. Still looking to exit these miners and should have sold them a few months back and doubled the size of my UPXI and HYPE. Those two doing well today

Green list by the way is my master watch list of over 200 items - I happen to hold all the top ones except HODL

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Comments

Daniel882

I know this isnt about MSTR but would appreciate someones answer. James mentioned in his video about nav premium and how by his calculations we should only get up to around 2.13 I think he said. Now in November we were above 3.2 and this would be a massive difference in mstr price regardless of what BTC is doing. Could anyone answer or know where he pulled these numbers/ calculation from? As he just glossed over it. Cheers!

Reda

Where is circle?

Michael

Did James sell sei?

rkcrypto

MSTR’s luster has worn off. It was an amazing run for 5 years! The new kid on the block is crypto treasuries and miners like HIVE, IREN, WULF

Kumar

$0 cash position. are you 100% invested?

Juz

Anyone know how the options are valued in the pie chart. Is it just market value? Or something like margin value?

little seal 🦭

Tesla is now my largest position too @roughly 40% of my bag. I am otherwise 35% FBTC and 25% Solana stocks.

Shane

I am curious, just starting out on Patreon here. When people say "my bag" in this context, do they mean everything including retirement accounts like 401k/IRAs/Roth in addition to non retirement accounts that include stocks and crypto wallets/exchanges? What is the best portfolio manager software to manage everything together?

Cryptom

Where does everyone keep their cash? In a bank or stable coins or something else?

Machtuk

How are you buying HODL in the US??