Ep 62 / Portfolio Builds Through a Quiet Pre-Election Week

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The portfolio closed at $3991.80, up $128.95, or 3.34%, from $3862.85.

The original premium breakdown is not preserved. The premium field uses a calculated/modelled reference of $38.63, 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 Oct 17–24, Bitcoin moved from roughly $67,402 to $68,157, while Ethereum eased from around $2,605 to $2,534. Neither asset crossed the threshold.

TerraM was recorded at $1.47, separately from portfolio NAV.

See the Performance journal for the wider series.

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