9Mon·

Did some portfolio rebalancing to add exposure to Bitcoin through $MSTR (-1.42%) and the pharmaceutical industry through $MRNA (-0.42%) .

Do you all have any advice for my portfolio?

My monthly saving plan will go all into BRK.B to try and increase its position in my portfolio to over 50%

8Positions

1.59%

1 Comment

Beavis Bilderpoop@KnifeCatcher

9Mon

it looks like you have a risk averse character with some very high p/e picks. mstr is horrendously volatile and saylor is a bit of a nutcase. reminds me of mcafee, and he paid people to shit on his chest. ballpark figs- mstr is up 500% from when i last held it, and btc is only up about 80% in that timeframe. the stock split was a bit of a smoke and mirrors job because the stock got pumped so much.
instead i chose riot platforms for btc action. i'm more comfotable with that than mstr or btc directly as it has roots in mining and owners businesses, rather than simply holding btc on top of an unremarkable software company like mstr does.
berkshire is not very exciting at the moment but a safe bet to keep planting savings in with no stress.
if anything, i'd start putting the amazon google nvidia and microsoft in berkshire instead and maybe start modest savings plans for some metals / energy too to even it out. happy saving!

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