l had a nasty back injury in May that I thought I'd get over with in a month until reality sets in, I have to accept the fact that it'll take me months or even more than a year to get better. I've been on different Physical Therapy programmes but my rehab seems not aiding. I have good days, bad and worse days. Thankfully, I am now able to jog but I'm still unable to left more than 15kg without aggravating my injury.
For the past couple of months, I made drastic changes on my portfolio. I have now vested 90-95% of my monthly savings to crypto. It didn't cross my mind to even do this but the crypto rabbit hole made me think deeply about the future. If only I did my research when I first learned crypto in 2017 instead of being cynical and dismissive. But I'm here now and playing catch-up and I'm thankful.
I am now managing 4 accounts - Vanguard, Exponential Age (Individual Stocks), Trading Account and Cryptocurrency. I feel like I'm doing a full time job now and this is eating most of my free time.
My Vanguard account captures Developed World and Emerging Market. I have India and Momentum ETFS added to this mix via Trading212 because I couldn't buy them on Vanguard. I am not interested in owning Bonds for the rest of my life. I expect this to be slow and steady kind of account.
Exponential Age - This is composed of individual stocks I have been DCA-ing that captures blockchain, space, energy storage, FSD, genetic editing, robotics and AI. I have TSLA, PACB, NVTA, CRSP, BIDU, NEE, AMD, and NVDA. I'll stop at 10-12 positions and drip monthly.
My trading account is with IBKR. I do not add to this monthly.
Crypto-currency is now a very big focus on my investment because of its potential to 100-200x from here. However, this is extremely hard as people around me do not share the same conviction and enthusiasm as me. I have to read whitepapers and medium articles, and listened to podcasts but these only led to more questions than answers. Fortunately, reddit, telegram, discord and twitter help a lot but it would have been nicer if you have someone you trust that you could talk to about all these things and challenge your ideas. I am currently focused on Crypto Majors, alternative L1s, Metaverse and De-Fi. My passive income yield farming has now outpaced my dividend income.
I am actively journalling my insights daily but I no longer have the time to create a weekly content. But I aspire to write bi-weekly or monthly at least. I believe there are so much to talk about especially with my strategies in De-Fi, high conviction bets and rotation plays.
11 Secrets to Financial Success - Anton Kreil
Simple Way of Measuring and Tracking Your FI/RE Progress by 10KDriver
Super Trade Tactic - 3 Keys to Superperformance, Mark Minervini
How to Become Rich, Mark Minervini
Rule of 72 by @10KDiver
Savings Rate of a Nurse in Central London
Bitcoin - All Time High!
Nick Huber's Twitter thread on business and life in general. The longest thread I've ever come across with on Twitter.
There is more to life than COVID - 2021 Intentions.
To the Moon - 2020 Investment Gains!
Year 2020 Budget Review. COVID Edition.
Investing sucks? Lost -£1473.84.
Invest 20,000 before December 20, 2020 Challenge - An Update.
Invest £21,000 - progress.