What is Nostr?
Nathan
npub1emy…5axc
2024-11-18 15:36:57
in reply to nevent1q…zqtx

Nathan on Nostr: FWIW, this is what my portfolio looks like. I only trade in my retirement accounts ...

FWIW, this is what my portfolio looks like.

I only trade in my retirement accounts and the only trading I do is between the bitcoin ETFs and Bitcoin equities.

At some point, I plan on taking some of the amounts in the retirement accounts fully off the table and rolling it into spot BTC in an IRA (likely with the Unchained). The amounts I will “take off the table” will come from the amounts in the ETFs.

I do *not* trade outside of my tax advantaged accounts.

These days, with my free cash flow, I basically only buy spot BTC outside of my retirement accounts.

I’ve stopped contributing to my retirement accounts altogether & the reason it’s such a large share of my portfolio in both BTC & USD terms is it’s 1) where I had a lot of starting capital when I decided to go all in to bitcoin and 2) I’ve successfully traded it into both more USD and more BTC via proxies.

(Note: for the call options, for the BTC calc, I’m treating it as if I sold them all and rolled them directly into BTC, not into MSTR. It would be smaller percentage if I treated as if I bought MSTR with it. In truth, I’ll probably split it between the two when I do sell them.)
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