IA SOLAlt Portfolio Jan 26, 2024 (Patreon)
Content
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First of all, I have about 8000 JUP but price is not known yet and they are not added above
Second, FLUXB our initial trade alert from 2 weeks ago has done nearly a 10x. Therefore it has completely skewed my allocations and is now my second largest SOLALT making up 26%
Third, the top 4 positions make up 72% - ie FLUX NOS LIFINITY and RAY.
Fourth, add in JTO, my top 5 positions make up purchase 83%.
Reminder these are all very risky and the price action is a moving target
ALLOCATIONS
The allocations I have are relative to my conviction in the assets
In startling news
HI RISK HI RETURN - these now make up over 9% of my pure crypto holdings up from 4.7% a few weeks ago - ie nearly 5 times my ETH bag