How I pivoted my Portfolio last 10 Months (Patreon)

Major Allocation Shift

This was my portfolio 10 mths ago

Note this was all planned since 2022... none of this is accidental

• Out of MSTR, Into TSLA was always the plan: MicroStrategy allocation dropped from 54% → 28%, while Tesla doubled from 20% → 39%, making TSLA my new AI anchor.

AI & Tech Exposure

The plan was always to rotate out of Crypto into AI in 2025.... here are the steps I have made.

• NVIDIA expanded from 0.7% → 4.6%, reflecting a clear pivot toward AI. I am grateful for the $88 April Buying Oppty, where I went nuts on Synthetic Longs, exploding my NVDA bag.

• New proxy/tech/AI-related names added: HYPE HIMS, TTD, SE, UPEXI, Drift, Strive/CEP — a broadening beyond your former concentration.

• Rem I build a portfolio around Pareto Efficiency.... 80% HODL Bags and 20% Trading Bags.

Crypto Positioning

• Bitcoin (≈10%) and SOL (≈11%) held steady over the last 10 mths despite moves up.... . Note my SOL bag is now larger than my Spot BTC bag 10.8 vs 10.2%.

• SOLAlts evolved into a broader basket (JUP, Drift, Neptune, HYPE, miners), but overall crypto weighting is less dominant than before.

• CLSK tanked as it was a dead year while everything else went to the moon... hence allocations matter.

Takeaway

Have a plan and stick to it.... although you cannot see the increase in portfolio value, it is NUTS the gainers I made this week alone...

TLDR I rotated out of concentrated Bitcoin-proxy (MSTR) exposure and into a Tesla + AI/tech-centric portfolio, while maintaining moderate direct Bitcoin and Solana positions. The story is basically a massive shift from heavy crypto leverage → even more leverage on AI equities TSLA and NVDA. It does not appear as massive from the chart but believe me it is.