IA Holdings Today (Patreon)

All green so far

Will do an update on my allocations on Oct 1st across Equities and Crypto. I am VERY heavy equities and light crypto. 

At the end of each year, I typically clean my shelves, ie sell positions to rebuild my portfolio with more promising investments. This profit-taking discipline forces me to avoid holding on to losers. I ask myself three questions when making these decisions:

• Would I buy this asset at its current price?
• If not, should I sell it?
• What are the tax implications of selling?

Stay tuned... 

2024 will be amazing and run towards year end I believe should be strong barring any black swans/credit events.