Q3 Portfolio Review | Reaching $150,000 but not there yet

I feel like time is passing really fast, I thought 2024 just started like a few weeks ago haha but now I am writing the portfolio review for the 3rd quarter of 2024. Crazy crazy how fast time pass.

News is also updated at a quick pace, Huawei with the tri-fold phone, then OpenAI raises $6.6 billion, Dyson and Samsung layoffs, Iran and Israel tensions and automation taking over the port and workers striking just to name a few of the bigger news these past few weeks.

Every Tesla shareholder is looking forward to 10.10 as Tesla plans to unveil their robotaxi. There is a lot of excitement building up so we shall see what really comes up on 10.10. Elon is known to build up quite a hype but sometimes disappoint when the product is revealed.

My portfolio has been on a roller coaster ride in Q3, I did pump some extra capital in besides my monthly DCA so the value increased substantially. At the end of September, we were so close to hitting $150,000 but the tensions between Israel and Iran brought the portfolio down. I hold a substantial amount in crypto so the portfolio suffered. I did record the value of the portfolio at the end of September so it has dropped quite a bit since then.

Stocks

Added a few Palantir shares before the escalation of the Iran and Israel, so far, it proved to be a good decision. Total position of Palantir is not huge in comparison to other holdings. Continuously adding CSPX monthly, not huge since only a few hundred is set to buy and CSPX is currently USD604.87 per share.

Stocks have been steadily growing since Tesla has seen a slight recovery, looking ahead at the interest rate cuts, it has since recovered a little but compared to the other Mag 7, the year has been disappointing. Holding onto my existing position and not adding. Stocks portfolio is slowly inching towards $100,000.

Crypto

Added quite an amount of crypto with spare cash that I have. Mostly added Bitcoin and Solana, not at the bottom but just accumulating. I do have a strategy to let go a portion if there is a burst and target prices are hit.

I think crypto is like the true rollercoaster ride, it can fall or go up within seconds of something happening. It is so reactive and yet many younger individuals love it including me as it provides returns that is outsized and gives that David And Goliath story with TradiFi. So far, not having huge rewards from it but I have been adding positions to BTC, ETH and SOL. Just these 3, with ETH being my biggest followed by BTC.

Syfe REITs

This is a portfolio that I am accumulating slowly for my later years. Just a couple of hundreds per month but I am thinking of stopping this year end and instead diversify in to REITs in the later years once my portfolio grows.

Total Portfolio

Hoping to end the year with an ATH but it all depends, not expecting anything. Sticking to my DCA-ing and continuing to Q4. I think the tough thing now is to see how long I can last in my job. I do see some instability and automation work being done for my role. Will have to check and maybe upskill in order to stay relevant, not too sure so I will need to research. Planning for travels in 2025 and feeling excited for them. How has your portfolio been looking? In Q4, will it be a bull or bear market?

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