Short term, this is looking really good :)
Nov. 8, 2023
Haven't bought or sold anything really, but here is the updated portfolio allocation after the recent exciting price action:
Btc: 30%
Eth: 30%
Rune: 11%
DeSo: 6%
Sol: 4.5%
Link: 3.5%
Kuji: 3%
Fxs: 2.5%
Akt: 2.5%
Canto: 2%
Atom: 1.5%
Pendle: 1%
Doge: 1%
Ape: 0.75%
Strd: 0.5%
Major outperformers: Rune, Sol, Link, Kuji. I still have a lot of conviction for these, so going to hold the majority. Will sell about 10% to realize profits and rotate into underperformers.
Major underperformers: Eth, DeSo, Fxs. I still have a lot of conviction around all three of these.
Most everything else has been keeping pace with Btc. I plan to rotate some profits from the major outperformers into Eth, DeSo, and Fxs this month at some point when I get some time. Only selling about 10% of Rune, Sol, Link, Kuji for now.
I'm going to keep updating this throughout the coming 2-3 years to track my progress and thought process.
Less than 10% stables at this point due to recent increase in crypto prices. One more small run up and I'll be taking a small amount of profit to keep at 10% stables.
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| @RobertGraham - Nov 08, 2023 I added $TAO to my portfolio a few months back. Strong narrative + strong team. Would love your thoughts. : 0 : 0
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