⛈️ The All Weather Income Portfolio Outperformed the Indexes Today
📉 $SPY: -2.60%
📉 $QQQ: -4.77%
📉 All Weather Income Portfolio: -1.49%
💰 Avg Yield: 16.3%
Built to Generate Income Through Any Market Cycle.
It might not be exciting, but neither is losing money.
Brutal day for us as crypto and tech investors. Historically, the best opportunities in crypto have come when investors confuse volatility with broken fundamentals. It’s hard to look past today’s price action but I strongly believe the long-term adoption story for Bitcoin, tokenization, and digital assets hasn’t changed. Today’s selloff was driven by investors rotating out of the most crowded AI winners after an exceptional run. The fact that many non tech sectors held up well tells us this is a semi and crypto correction rather than a broad risk-off event. If this were the start of a major market correction, you’d expect financials, industrials, and defensive sectors to be getting hit alongside semis. Instead, we’re seeing capital move out of AI infrastructure and into other parts of the market.
Capital has temporarily rotated. Just as investors chased AI in 2023 and memory/semis in 2025, crypto is now experiencing a sentiment washout. These periods often create the foundation for the next advance. The market always searches for the “out of favor” sectors. The risk/reward for crypto and tech at these levels is compelling.
Strive acquired an additional 2,500 $BTC for ~$185.2M at an average cost of ~$74,092 per bitcoin.
STRIVE SNAPSHOT
Bitcoin holdings: 19,000
QTD BTC Yield: 23.0%
YTD BTC Yield: 36.7%
Amplification ratio: 57.0%
Cash was increased to maintain 18-month dividend reserve.
$ASST $SATA
@DanSiegel_ Reminder that Oak didn’t make the tournament last year! A crime that the umps had a factor in the outcome of the series (3 ejections in 2 games is unacceptable for any crew).
@OkayT2nor@TheFieldOf68 B+ as I’m concerned about the perimeter shooting unless the new additions perform at a much higher level than their career averages.
NVIDIA doesn’t pay a real dividend.
Amazon pays nothing.
Google pays next to nothing.
But there are ETFs built on all three that pay 12-40% annual yield monthly & even weekly.
You can now collect income from assets that weren’t designed to pay you. Here’s how. 🧵👇
Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym
@TomiLahren No, I rewatched the Ronda Rousey vs Holly Holm fight this morning. Watching Ronda eat those savage jabs flush with the nose/mouth and the crushing kick to the head was rough. Glad that Ronda & Gina got out of the fight last night without much/any damage.