So about a year ago I’ve been telling people I’m going to bet on ETHE discount on NAV to be narrowing, turns out the bet works and brought my crypto portfolio to around ~$1.24mil.
I got in during the discount is around ~50%, now the discount to NAV are only 14% I feel like the upside is rather exhausted and not worth waiting with a management fee of 2.5% and missing out potential staking rewards, and thinking for a better way to reallocate my portfolio to prepare for the next bullrun, and maybe, hopefully turns this portfolio into 8 figures.
Discount went from -50% to -14% now, potential upside left ~16% if discount disappear
I’m also hold some shitcoins in my cold wallet but they made up less than 1% of my crypto portfolio so I’m just going to ignore that. By the way I’m not interested to take profit, I have already taken once last bullrun, and the goal for this portfolio is to reach $10mil in next run.
Currently I’m thinking of something like 40% BTC, 40% ETH, 5% SOL, 5% KAS, 2.5% AVAX, 2.5% MATIC, 2.5% ATOM, 2.5% APTOS
submitted by /u/LifeReboot___
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