Tracking my picks
Investment Portfolio
Tracking some picks for fun. Long Bitcoin forever. Cherry-picking beaten-down SaaS companies that the market gave up on too early. Few moonshot plays scattered in. Only need one to work. Started keeping score in 2026. View research & documentation →
Not financial advice. Just a guy who thinks he knows things. 📈
YTD 2026
...
Since Jan 1, 2026
1 Year
—
Available Jan 2027
2 Year
—
Available Jan 2028
3 Year
—
Available Jan 2029
5 Year
—
Available Jan 2031
Holdings
Ticker
Allocation
Avg Cost
Price
Return
BTC ↓Bitcoin
39.0%
$35,000.00
...
...
ETH ↓Ethereum
14.1%
$190.00
...
...
NG ↓NovaGold Resources
7.0%
$3.51
...
...
RSKD ↓Riskified Ltd
4.0%
$5.11
...
...
CRV ↓Curve DAO Token
3.4%
$0.39
...
...
AMPL ↓Amplitude Inc
3.1%
$7.53
...
...
HIMS ↓Hims & Hers Health Inc
2.5%
$18.83
...
...
MELI ↓MercadoLibre Inc
2.0%
$1,658.00
...
...
BLND ↓Blend Labs Inc
2.0%
$2.73
...
...
CCJCameco Corp
2.0%
$21.92
...
...
SNAPSnap Inc
1.9%
$4.78
...
...
BKKTBakkt Holdings Inc
1.1%
$10.10
...
...
GSGiShares S&P GSCI Commodity ETF
0.8%
$14.33
...
...
WRDWeRide Inc
0.6%
$9.31
...
...
AIRS ↓Air Industries Group
0.5%
$2.96
...
...
Type
Asset
Date
Entry
Exit
Return
buy
Mar 12, 2026
$1,658.00
—
+0%
sell
Mar 12, 2026
$13.84
$14.38
+3.9%
sell
Mar 12, 2026
$2.86
$5.15
+80.1%
Research & Documentation
Investment research briefs, company deep-dives, and background analysis for positions in the portfolio.