Edition #164

Premium Portfolio Update

Investors,

In this monthly edition of the premium newsletter, we’ll be diving into my personal portfolio, my holdings, and allocations. These updates aren’t intended to dive into overall market conditions, but rather to share how my portfolio is strategically positioned in the current market environment. The investment decisions I make are extremely personal to my own risk tolerance, investment perspectives, and world view, so the information shared below is simply that: information.

In last month’s update, I shared additional information to explain why I’m still so bullish on crypto overall, which is largely based on a thematic acceptance that crypto adoption is in the early stages of an exponential growth path (mirroring that of the internet, mobile phones, and platforms like Facebook). In my last portfolio update, the total market cap of all cryptocurrencies was $1.887Tn. Today, it’s $2.104Tn.

This means that crypto value has increased by $217Bn, or +11.5%, in less than 30 calendar days. Over the same period of time, the major U.S. stock indexes have performed as follows:

• Dow Jones Industrial Average $DJX: +2.7%

• S&P 500 $SPX: +3.6%

• Nasdaq-100 $NDX: +4.3%

• Russell 2000 $RUT: +1.5%

On a YTD basis, crypto is also drastically outperforming the indexes:

• Total Crypto Market Cap: -3.8%

• Dow Jones Industrial Average $DJX: -4.2%

• S&P 500 $SPX: -4.6%

• Nasdaq-100 $NDX: -8.9%%

• Russell 2000 $RUT: -6.9%

Meanwhile, speculative growth stocks are down even more YTD; indicating that speculative crypto has provided better risk/reward so far in 2022 despite the choppy market conditions. For example, $ARKK is down -28.6% YTD and $IPO has fallen -22.9% YTD.

In this report, I’ll be sharing the individual holdings of my portfolio, breaking out my percent allocations and overall asset allocations (crypto, stocks, cash), and then comparing briefly to the prior month. Let’s dive right in…