Fast forward 6 months, the portfolio’s up heavy. Regret selling $TLNE and $ONDS (+2.07%) early (especially $ONDS (+2.07%) from 2 → 11 in 4 months). $BITF (+2.06%) helped offset some of that.
Core remains long-term, but I’ve carved out a small short-term sleeve in $BMNR (+1.2%) , $SBET (+0%) , $JD (+1.09%) and $OSCR (-4.53%) .
Plan: take profits by year-end and rotate back into core themes ( AI, Nuclear, Space, Quantum, and Robotics) as i have too many positions right now even after selling some
