Portfolio Update July 2021

Aight . It's that time of the month. 

 continues to overpower everything else. Peculiarly, during downturns. *Is this uncorrelation?* 🤓 🦋 

 holding nicely &gt; 20%

Biggest surprise was . Did not expect the recent pamp. Noooice. https://t.co/OJwHQfhwJm