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Bitcoin Propels My 29 Stock $411k Retirement Portfolio To New Highs With A 8.4% Gain In October

Trent Welsh profile picture
Trent Welsh


  • My portfolio, built specifically for my retirement ~20+ years from now, rides the September downturn in the market back under $400k.
  • Some massive risk-on portfolio restructuring including more Bitcoin as I prepare for the seasonal Santa Claus and Bitcoin run.
  • Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helping create a valuable retirement egg.
  • A portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement decades from now.

It is my firm belief that 80% of money managers can't outperform the S&P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should

Christmas decoration - golden baubles, poinsettia, fir branches with Bitcoin.

Cronislaw/iStock Editorial via Getty Images

This article was written by

Trent Welsh profile picture
B.S. Psychology University of Missouri-Columbia MBA University of Missouri-Columbia Full time investor looking to capitalize on market overreactions and looking for value where others see nothing but wreckage. Long term buys and short term trades to build wealth.Investing Better Than A Money Manager: The Rise Of Retail Investing - By Trent WelshI have an investing book with the title above on Amazon written for beginning retail investors looking to set up a self-directed portfolio with their IRA's, 401k's, or other retirement or trading accounts. It details how to pick and choose stocks amidst the different sectors and how to figure out how much in each sector an investor should have to help achieve diversification.Please take a look at it and let me know your thoughts. Thanks and Best of luck to all :).

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GIS, PG, PEP, PBR, HAL, GBTC, HSBC, ARWR, PFE, MDT, SMMT, LLY, J, GSL, PCT, CLF, NEE, DUK, AAPL, QCOM, DELL, RBLX, DIS, GOOGL, WWE, TSCO, ABNB, MELI, AMT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (22)

Trent Welsh profile picture
Got some Rivian $RIVN here after the IPO and bought a nice position. Was hoping for a better price but needed to get some regardless of the price.
Chillbizzee profile picture
It all looks great, except all those stocks which are going to hurt your returns. You were smart to add to GBTC, you'd be smarter if you added more. If you want to diversify, add MSTR Microstrategy, killer week, but still an arb play. BTC at $63,500 MSTR should be $863 and you can hedge with it when things get steep. Greyscale also has ETHE, it's catching up to it's usual pairing with BTC and has more upside.

No one here is going to get this, but the advantage of these is they are both safer and are going to be responsible for all your returns, and soon when they
really get going. It's great you get that. My portfolio is for a yacht as well : )
toomuchgas profile picture
@Chillbizzee No tulips?
jack.seeley37 profile picture
You are at a high level of risk..question is should you be with your retirement?
Trent Welsh profile picture
@jack.seeley37 Depends on many factors including your money making ability and job security until retirement. I am perfectly happy with my money making ability and job security not only into retirement but also past my retirement age which means I am very comfortable taking risks at this time that would cause many others heartache at night. I also have decades until retirement where most people don't think about retirement really until it is staring them directly in the face. To each their own but I play to not only win the game, but to hit a home run or two along the way.
Travis K Millward profile picture
@Trent Welsh "To each their own but I play to not only win the game, but to hit a home run or two along the way."
Good luck, I'm playing the same way.
You are like one of the few authors that I've found that hold Jacobs. My previous company was bought by Jacobs about 2 years ago. They are actively growing their presence in the Intelligence and DOD cyber communities. The CEO calls are real open and honest on what is going in the company and where the company is going.
Trent Welsh profile picture
@jegreen4684 I have loved Jacobs $J for years and continue to love how they transition and acquire and execute their business strategy. I try to add to the position most years and don't mind it being my 7th largest position at all at this time. An under-the-radar champion in my mind for sure.
Moats and Income profile picture
Far too heavy in crypto as a long-term hold
Trent Welsh profile picture
@Moats and Income My future yacht says there is no such thing as too heavy in crypto as a long-term hold. And I try to focus on the best to cut down on the speculation which currently is Bitcoin in my mind although Ethereum would do as well also for many.
After reviewing your article several times I could not make out wether Bitcoin was clickportfolio. ArticleTitle, or you had a meaningful position..like 25-50% of your port.

Please advise.
Trent Welsh profile picture
@cpr1200r100 I own Grayscale's Bitcoin Trust $GBTC which all they do is buy and hold Bitcoin. It currently compromises over 16% of my ~$411k portfolio of 29 stocks. Not click bait. Just the facts. I like to keep things simple whenever I can.
toomuchgas profile picture
Bitcoin isn’t a stock. It is a Ponzi scheme.
Chicken of the Cave profile picture
How is it a Ponzi scheme?
@toomuchgas Think 'Tulips'. Bitcoin like all crypto currencies are like Beanie Baby's, popular now but craze will disappear.
Trent Welsh profile picture
@toomuchgas When was the last time the government regulated Ponzi schemes? They are setting up additional regulation for it now and for the future of course. When was the last time the SEC authorized a Ponzi ETF? They just authorized a couple Bitcoin ETF's with about 40 more in the pipeline.
I used to consider the Ponzi scheme scenario as well but I grew out of it. El Salvador is using it as a national currency beside the dollar and more countries will be following in their own ways over time including ours and how the U.S. wants to regulate it.
People's distrust and not understanding Bitcoin is great because it showcases Bitcoins tremendous upside still even at this point in the game.
Diesel profile picture
I had GBTC but now converted to BITO to be able to write covered calls. Also long ETHE.
Trent Welsh profile picture
@Diesel Considered $ETHE several times but always feel like I need more Bitcoin $BTC-USD. Will eventually expand to $ETHE I guess but not this year looks like.
Chicken of the Cave profile picture
$GBTC undervalued vs its NIV by 19% last time I checked. It will have to eventually get closer to 0-5% discount, which is inherently bullish for the stock and is a nice hedge vs possible downside for $BTC-USD.
Trent Welsh profile picture
@Chicken of the Cave One of the reasons I added to the position big time last month. Nothing like a margin of safety built into a stock to make it more appealing.
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