Affirm Holdings, Inc. Class A Common Stock

Cosmos

Chipotle Mexican Grill, Inc.

Coinbase Global, Inc. Class A Common Stock

Ethereum

Hedera

Robinhood Markets, Inc. Class A Common Stock

Moderna, Inc. Common Stock

Cloudflare, Inc. Class A common stock, par value $0.001 per shar

Pinterest, Inc. Class A Common Stock

Solana

TENCENT HLDGS UNSP/ADR

Twilio Inc.

Twitter Inc

Uber Technologies, Inc.

Wrapped LUNA Classic

Here goes my second update! Here's my previous July update, if anyone is interested https://share.commonstock.com/vqemSwXScjb

Overall the portfolio was up by 6.45% compared to S&P500 2.66%. I’ll call it a win.

![image](https://cdn.commonstock.com/54e9c2ca85cfbe9252e321b24cc9defb6018c8e060ff6a4ea1b2a8c505159d79-1155x764.png?w=704&fit=max)

YTD Portfolio up by 33.85% compared to S&P500 20.87%. 2021 has been a rocky year :)

![image](https://cdn.commonstock.com/83f102f979cd75c8d7a88c60436c7498172274543138109f18a50b78f9b49d95-1170x793.png?w=704&fit=max)




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.

******[https://solanart.io/search/?token=3iLzwRy8kjkCo1weasZQmZa1DSf4bTtuCYK9ii55E2Sc******](https://solanart.io/search/?token=3iLzwRy8kjkCo1weasZQmZa1DSf4bTtuCYK9ii55E2Sc******)

******[https://solanart.io/search/?token=ArABd7wA7Bw67LPxuxVMpY61A21Bdkr5UBa6fK2gGBeT******](https://solanart.io/search/?token=ArABd7wA7Bw67LPxuxVMpY61A21Bdkr5UBa6fK2gGBeT******)

******[https://digitaleyes.market/item/D12J5X75Y8XSW5p6JMvXWPT4qGKKDPyPWf2T8VSpxoPk******](https://digitaleyes.market/item/D12J5X75Y8XSW5p6JMvXWPT4qGKKDPyPWf2T8VSpxoPk******)

Also, listed my second NFT that I bought on OpenSea. Which just got 6 offers in last 24 hours.

******[https://opensea.io/assets/0x7dd04448c6cd405345d03529bff9749fd89f8f4f/507******](https://opensea.io/assets/0x7dd04448c6cd405345d03529bff9749fd89f8f4f/507******)

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**.

In crypto started new positions in **$ATOM.X**,  Polkadot, **$WLUNA.X** and **$HBAR.X**.  Gonna run algo trades on them. Already booked 40% upside on **$ATOM.X**.

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 :)

I hope u used Phantom wallet for sol! Its going to get crazy when wormhole is ready

I suggest you also take a look on terra. Its crazy whats happening there. Here's a thread i wrote [https://share.commonstock.com/oZJ7NwANfjb](https://share.commonstock.com/oZJ7NwANfjb)

Shane James

Overall the portfolio up by 3.05% compared to S&P 2.5%; so overall a neutral month. Last 3 months has been crazy up & down. If I'll even end up with 50% of 2020 gains, it would be great.

Sold $MRNA this month! It did bumped up a little more after that, I think there's still more to go for this company, but I couldn't find anything else with a short term thesis to sell (needed some cash).

Bought new positions in $TCEHY, $COIN and a small one in $HOOD. Bought more dip of $ETH.X to increase my Crypto portfolio to 15% of total portfolio!

https://share.commonstock.com/vqemSwXScjb

Gaurav Mishra posted July Portfolio Update

August update | Solana, NFT & AFFIRM

July Portfolio Update

Sold all MRNA

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

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Gaurav Mishra