Ep 66 / Post-Election Rally Carries the Portfolio Through $5,000

· 1 min read · 18 seen

The portfolio closed at $5184.50, up $495.91, or 10.58%, from $4688.59.

The original premium breakdown is not preserved. The premium field uses a calculated/modelled reference of $46.89, equal to approximately 1% of starting NAV; it is not a recorded trade result or an attribution of the weekly NAV change.

Market context

From Nov 14–21, Bitcoin rose from roughly $87,340 to $98,439, while Ethereum advanced from around $3,059 to $3,360. Continued post-election regulatory optimism and expectations around the incoming administration coincided with the broad rally.

TerraM was recorded at $1.71, separately from portfolio NAV.

See the Performance journal for the wider series.

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