IA Equity Portfolio Allocations today (Patreon)

My latest adjustments in the portfolio since my previous post. 

Significant growth has been observed in certain assets MicroStrategy (MSTR), CleanSpark (CLSK), and NVIDIA (NVDA) 

Alibaba (BABA) represents a new addition to the portfolio.

Crumb allocations, referred to here as "the crumbs," include Sea Limited (SE) and Bitfarms (BITF), each constituting less than 0.5% of the portfolio, indicated by the slim purple segments in the chart.

A noteworthy development is the relative increase in the MicroStrategy (MSTR) position, which now surpasses the direct Bitcoin (BTC) holding by 13%. Note BTC not on here. 

Furthermore, the combined value of the MSTR and BTC positions has outgrown the Tesla (TSLA) stake by 44%, despite my additional stacking in TSLA of late. 

The standout story is CleanSpark (CLSK) holding, in particular, has seen a sudden and significant increase in size. I added 60% in more SL's at $6.99 two weeks ago which was a blinder.  CLSK is now larger than my SOLALT portfolio. 

These changes underscore the dynamic nature of portfolio and how I balance.  I cannot be in all winners all the time.  DIversification and layering into key assets and low prices is key for my long term goal.
I am not in this for a quick gain over a month, I play 12 mth to 5 year timeframes.