IA Allocations Today (Patreon)

Hi team

Here are all my allocations - one big pie chart with cash position also. 

Big changes this year

1) flipping some BTC into TSLA (TSLA was stupid cheap)

2) flipping some BTC into ETHE (avail of 55% discount)

3) selling 90% of NVDA (NVDA went stupid high)

4) selling 60% of GOOG (felt there were faster horses) 

5) buying a lot of TSLA and MSTR (my 2 big big bets - I mostly stopped buying BTC but I like it at 25K  and prefer buying options on MSTR)

6) buying SOL - but rem still only 3.1% of my overall holdings (cryp eq and cash) - I could 4.5x my SOL bag if I deployed cash into SOL - depending on price I may do some of that soon

I will be running into a burning building somewhere over the next few weeks - short term price fluctuations do not bother me - I am playing the long game 2024/2025 and beyond with my core holdings.