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**Executing Strategic Portfolio Rebalance: De-Risking & Adding High-Conviction Assets**
After thorough analysis, I'm upgrading my portfolio to navigate current macro uncertainty. Primary changes:
1. **Reducing Tech Equity Exposure:** Trimmed AAPL/META holdings by 15% post-rally, locking gains ahead of potential volatility from delayed Fed cuts.
2. **Increasing Crypto Allocation:** Added 3% to **$BTC** at $62.8K (targeting pre-ETF-approval accumulation zone) and initiated 2% **$SOL** position post-network upgrade.
3. **Commodity Hedge:** Allocated 5% to physical gold ETFs (GLD) as geopolitical hedge.
4. **Cash & Stablecoins:** Raised stable reserves to 20% (USDC yielding 5.2%) for tactical deployments during pullbacks.