I wanted to record this down as another all time high was recorded for the portfolio at the end of Q3 2025. With Tesla gaining back traction, REITs gaining back as interest rate is predicted to fall plus bitcoin hitting all time highs, it propelled my portfolio to $300,000 at one point which was unimaginable.
I remember starting out in my investing journey, wanting to hit $100,000 when I turn 30. I turn 30 this year and my portfolio has hit $300,000 before declining to about $260,000, I have been taking huge risks in positions but balancing it out slowly now with monthly DCA has seems to pay out so far.
A huge part of how my portfolio has grown is due to concentration, I decided to concentrate in just a few positions, Bitcoin being one of it and Tesla as well as QQQ. All 3 has done pretty well.
As I type this, it is 12 October 2025 and on 10.10, with China announcing rare earth export control, Trump retaliated and will be imposing tariffs. The market reacted to it and crashed with Bitcoin seeing a dramatic drop, the crypto space has experienced huge liquidations as a lot of leverage is being use and also because the market was so bullish the past week that everyone was predicting an all time high. I have seen stories of huge liquidation on twitter and also it seems that some brokerage did close positions even when it wasn't supposed to due to the huge dips.
My portfolio has dropped down to about $260,000 since the highs and it really shows the volatility and concentrated positions that I currently hold gives a huge high and low as Bitcoin crashes quick and dip quite substantially compared to the stock market index like S&P 500. My brother portfolio is only VOO so he experienced a lower volatility but overall, I am all right with it and am thinking of adding some positions slowly.
Sharing some of the ATH screenshots of my portfolio so far (I hold a portion of my Bitcoin in IBIT and the rest in cold storage so my stock portfolio looks to soar much higher as it has a position of Bitcoin too:
With that, it really shows that if you start seeing ATHs and want to take a screenshot of your portfolio value then maybe it is time to take some profits or reserve cash for some buying opportunities. Anyway, with whatever available cash, I will slowly be initiating positions although I don't usually hold much cash to deploy as I use a monthly DCA strategy. I hold mainly spot positions and do not use leverage so most losses are due to decline in prices of assets which is already enough volatility for me. I am currently building up my index ETF positions and as I get older, I might shift my profits from positions to safer assets.
i didnt get your last para, u said it's time to take profits/reserve cash, but also that you'll initiate positions as a monthly DCA strategy. So... will u take any profit from existing positions? Thanks!
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