This document summarizes a portfolio across various asset classes including cryptocurrency, stocks, gold, and real estate investment trusts (REITs). The largest portion of the portfolio is in cryptocurrency like Bitcoin and Ethereum, totaling 71.09% of the overall portfolio value. Stocks make up the second largest portion at 12.38% of the portfolio. Overall the portfolio has declined 14.60% in value since inception with most asset classes negative except for stablecoins, gold, and an ETF that tracks the S&P 500 which are up slightly.
This document summarizes a portfolio across various asset classes including cryptocurrency, stocks, gold, and real estate investment trusts (REITs). The largest portion of the portfolio is in cryptocurrency like Bitcoin and Ethereum, totaling 71.09% of the overall portfolio value. Stocks make up the second largest portion at 12.38% of the portfolio. Overall the portfolio has declined 14.60% in value since inception with most asset classes negative except for stablecoins, gold, and an ETF that tracks the S&P 500 which are up slightly.
This document summarizes a portfolio across various asset classes including cryptocurrency, stocks, gold, and real estate investment trusts (REITs). The largest portion of the portfolio is in cryptocurrency like Bitcoin and Ethereum, totaling 71.09% of the overall portfolio value. Stocks make up the second largest portion at 12.38% of the portfolio. Overall the portfolio has declined 14.60% in value since inception with most asset classes negative except for stablecoins, gold, and an ETF that tracks the S&P 500 which are up slightly.
Asset Class SUM of Total Inv. Value Delta Asset SUM of Total Inv. Value SUM of Avg Buy Price SUM of Current Price Delta Asset Subclass SUM of Total Inv. Value SUM of Avg Buy Price SUM of Current Price Delta Crypto 71.94% -15.34% BTC 40.77% 41,939.39 35,500.00 -15.35% ETF - Stocks 56.70% 382 383 0.26% Stablecoin 15.68% 1.60% ETH 25.25% 2,826.53 2,442.00 -13.60% Stock 39.88% 203.216735 136.72 -32.72% Stock Mkt 12.38% -11.11% LUNA 18.77% 52.00 52.00 0.00% REITs 3.42% 41.31 37.23 -9.88% Grand Total 100.00% -14.60% DOT 9.46% 17.107078 15.2 -11.15% Grand Total 100.00% 626.526735 556.95 -11.11% SOL 5.03% 147.76 84.00 -43.15% Full Portfolio per SubClass RUNE 0.18% 10.93 3.136 -71.31% Asset Subclass SUM of Total Inv. Value Delta LINK 0.18% 24.94 12.29 -50.72% GOLD Cryptocurrency 71.09% -15.41% FTM 0.18% 2.16 1.3986 -35.25% Asset SUM of Total Inv. Value SUM of Avg Buy Price SUM of Current Price Delta ETF - Stocks 7.02% 0.26% AR 0.18% 60.25 24.29 -59.68% PAXG 100.00% 1,939.02 1,970.00 1.60% GOLD 2.70% 1.60% Grand Total 100.00% 45,081.07 38,134.31 -15.41% Grand Total 100.00% 1,939.02 1,970.00 1.60% Mining Gear 0.42% 0.00% NFT 0.42% 0.00% REITs 0.42% -9.88% REITs Stock 4.94% -32.72% Asset SUM of Total Inv. Value SUM of Avg Buy Price SUM of Current Price Delta USD 12.98% 1.78% INVH 100.00% 41.31 37.23 -9.88% Grand Total 100.00% -14.60% Grand Total 100.00% 41.31 37.23 -9.88%