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TSLA now by far my largest position.

BTC and SOL now 10%

MSTR now 27%

Even adding spot BTC to MSTR and Miners and CEP Tesla still far higher. My allocation plan since 2022

IBIT is new but a big options position - VERY RISKY! Playing the short term Uptober/Moonvember cycle and hoping BTC will chase Gold.

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Mus

Hey James, since you have planned your MSTR to TSLA rotation. I’m assuming you’ve already planned an exit plan or rotation for SOL and other assets?

melz

so drift is out? thank u !

Jack D

Wonder if James is going to top up SOL +/or UPXI

Pickled Egg

I love my UPXI, waiting for the pump then hope to rotate into TSLA. UPXI should move up ith SOL Etfs

Shannon Rogers

How are you tracking your portfolio? Excel, Google Sheets, or software?

Leoj

I thought he had DFDV and bullish too?

little seal 🦭

I just realized that MSTR held up better than BTC last week, that’s interesting !

little seal 🦭

I’ve also gone hard into Tesla it’s now 80% of my portfolio and I’m holding some cash.

Germses

Hello how do I switch from this group to the Dca group please?

Leong Fatt

Do you still think that there is hope for jup?