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.