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Strategic Opportunities

$STRATEGICBBoris O.

About Strategic Opportunities

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Total Rebalances31
Last RebalanceFeb 26, 2026

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Changes:AMD +1.0%CBZ +1.0%IBIT -1.0%SBUX -1.0%

$STRATEGIC Rebalance to take some profit but also to take advantage of recent drops in a few positions

Changes:OBDC +2.0%PAAS +1.0%GDX +1.0%UEC -1.0%ETHA -1.0%

adding Blue Owl to clip a coupon and wait for the bounce back. allocate more to Coins

Changes:NVDA +1.7%DJT +1.0%UEC +0.7%GDX +0.7%PAAS +0.7%

taking advantage of the recent drops in metals, bitcoin and etherium and will be interesting a bit more