TDR Pro’s 1st-Year Portfolio Audit: Wins, Learnings & the Current Portfolio
Summary
In this special anniversary episode, host Mike opens his investor journal to review TDR Pro’s one-year performance, revealing a 53% realized gain and 13% unrealized growth during a bear market. He discusses his risk-off strategy, key lessons from missed opportunities like Zcash, and his disciplined approach to managing capital without leverage. The episode concludes with the host demonstrating how he uses AI tools and TDR data to build a personalized, automated investment workflow for solo investors.
Topics discussed
Introduction to the TDR Pro Annual Performance Report
Sponsor Message: Galaxy Digital
Investment Philosophy: Risk Management and Sleep
Realized Gains: Outperforming Bitcoin in the Bear Market
Unrealized Gains: Current Portfolio Performance
Key Lessons: Navigating the Bull Run and Cycle Top
Missed Opportunities: Zcash and Psychological Biases
Current Portfolio Breakdown: Altcoins and Sectors
Listener Setup: Using AI and Obsidian for Analysis
Conclusion: Final Grade and Future Outlook
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