Published Bitcoin Brief Investment Thesis (for BTC). This is an evergreen page. Future updates of the thesis will stay on that page.
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2026-02-19 Portfolio Update – Sold AHH and Bought OWL
Sold my whole position in Armada Hoffler Properties, Inc. (AHH), then purchased more Blue Owl Capital Inc. (OWL). I lost about (1-$6.14/$8.1...
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Sold all ADC, BNL, EPRT, then purchased: HHH This update was mostly to sell the fully valued REITs and buy more HHH. The REITs were at 100% ...
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Put in $4000, then purchased: $900 for APO $900 for BN $900 for PAX $300 for NVDA $800 for TSM $220.04 for HOOD Put in more cash this time t...
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Put in $2500, then purchased: $500 for APO $500 for BN $500 for PAX $673.87 for NVDA $500 for TSM I planned to stop putting in more cash las...
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