nadiagant on Nostr: Portfolio update for the last month. Some minor adjustments this month (position size ...
Portfolio update for the last month.
Some minor adjustments this month (position size %):
$CIFR holding steady (7%)
$CLSK holding steady (20%)
$IREN holding steady (20%)
$MSTR holding steady (28% 🧐)
$3350 (Metaplanet): (15%) doubled position with retail offering at 550 early Oct
$NU: holding steady (1.25%)
$TSLA: (5%) added when it dumped to 214…was a bit nervous about that at the time.
Little bit of cash
I haven’t rotated anything from the above into bitcoin. We’ve taken a few risks elsewhere with our mortgage to purchase more sats and then add loose change for DCA each week.
My gut tells me I have too much exposure to the miners and I haven’t researched $CIFR enough. $IREN is my favourite. I’ve met them and have a level of trust in their management.
Split of above with btc is 65% btc to 35% stocks.
Never interrupt compounding.
I would love to know other people’s strategies.
Some minor adjustments this month (position size %):
$CIFR holding steady (7%)
$CLSK holding steady (20%)
$IREN holding steady (20%)
$MSTR holding steady (28% 🧐)
$3350 (Metaplanet): (15%) doubled position with retail offering at 550 early Oct
$NU: holding steady (1.25%)
$TSLA: (5%) added when it dumped to 214…was a bit nervous about that at the time.
Little bit of cash
I haven’t rotated anything from the above into bitcoin. We’ve taken a few risks elsewhere with our mortgage to purchase more sats and then add loose change for DCA each week.
My gut tells me I have too much exposure to the miners and I haven’t researched $CIFR enough. $IREN is my favourite. I’ve met them and have a level of trust in their management.
Split of above with btc is 65% btc to 35% stocks.
Never interrupt compounding.
I would love to know other people’s strategies.