Overall the portfolio was up by 6.45% compared to S&P500 2.66%. I’ll call it a win.
YTD Portfolio up by 33.85% compared to S&P500 20.87%. 2021 has been a rocky year :)
This month was highlighted by my going to a rabbit hole of
$SOL.X and aping 3k USD in NFT's in last 2 weeks :D
Bought the first bunch of 50
$SOL.X after trying 1 week on OpenSea and realizing the gas fees is crazy just to list my NFT back! It was too much cost for learnings and playing with NFT's. So I moved onto the Solana ecosystem and boy I was not disappointed.
Since then (which has just been a week), I bought 1 Solpunk, 1 badger and minted 2 Thugbirdz :D. Failed in 5 different mints. It's crazy out here! Every NFT is getting sold out in seconds.
Also, listed my second NFT that I bought on OpenSea. Which just got 6 offers in last 24 hours.
To fund this, sold some ETH from Robinhood and all my BTC (which was small amount). I have still a lot of runaway to ape more. Looking to mint as much as I can. Still haven't been able to filp anything. But, will rejoice really hard when I'll sell my first :D
And I think it's good for my stock portfolio as well. It'll allow me to not panic and sell anything like the
$MRNA and
$NET trade because I'll be busy aping in the NFT and Crypto market.
In stocks, the highlight this month for me was the
$AFRM bull gain, I bought
$AFRM at IPO and I am really bullish on the stock. There's a famous saying in Fintech, you can only make money via BNPL or bundling. Rest everything is an acquisition cost. The massive base of risk assessment that
$AFRM is building would be hard to beat.
Apart from that added
$TWLO and
$COIN on the dip (obviously), started new positions in
$UBER,
$TWTR and
$CMG (following my conviction of buying stocks in products I use a lot and are fan of) and bought the great dip of
$PINS.
Also, decided to unlink my crypto portfolio from Commonstock and follow both of them separately. Only crypto left in my Commonstock is the ETH and Dodge I own in my
$HOOD account. Crypto trading will skew up the real growth MOM.
So finally I am aping in the world of Crypto! It'll be fun and I am mentally prepared to loose every penny I am putting in :)