Overall the portfolio up by 3.05% compared to S&P 2.5%; so overall a neutral month. Last 3 months has been crazy up & down. If I'll even end up with 50% of 2020 gains, it would be great.
Sold
$MRNA this month! It did bumped up a little more after that, I think there's still more to go for this company, but I couldn't find anything else with a short term thesis to sell (needed some cash).
Bought new positions in
$TCEHY,
$COIN and a small one in
$HOOD. Bought more dip of
$ETH.X to increase my Crypto portfolio to 15% of total portfolio!