Fast forward 6 months, the portfolio’s up heavy. Regret selling $TLNE and $ONDS (-5,63%) early (especially $ONDS (-5,63%) from 2 → 11 in 4 months). $BITF (-2,15%) helped offset some of that.
Core remains long-term, but I’ve carved out a small short-term sleeve in $BMNR (+3,27%) , $SBET (+3,2%) , $JD (-0,68%) and $OSCR (+0,1%) .
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
