No significant port changes last 30 days, still comfy $KTA up over 2x (best is yet to come) $HYPE & $SOL climbed up #useless hit new ATH On the stonks, $GLXY has been ripping while $CCJ makes steady gains I have one new position that I’ll share soon
This is a pickers market - selection is everything Even harder is finding picks you can hold or DCA in over time as rotations can be sharp Here are my top 5 crypto and stock picks that I feel comfy holding for more than a swing trade $KTA - see my pinned post, still my top conviction alt, this is a cycle play not a hot money pick, get comfy with the drawdowns and buy the dips $HYPE and $SOL - both fairly consensus so I’d just fire clips into dips, stay away from leverage #useless - my only material meme exposure, has the right attributes to give you 5-10x in an upside scenario, if too risky for your liking then can sub in fartcoin (as ridiculous as that sounds) $GLXY - I’ve posted about this being the easiest stock to own, gives you both AI and crypto exposure $CCJ - nuclear energy play, you want exposure to energy and nuclear has some of the best upside opportunity All of the above is part of a portfolio strategy, I didn’t mention $BTC bc it goes without saying you should have a material allocation here before venturing down the risk curve Happy allocating!
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