Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 30 months ago in full transparency. I provide updates of the interests received, the services used and the transactions performed during the month. This post tracks what happened in August 2022.

Crypto interests

The portfolio earnings reached $2965 this month, that's a 10% decrease from the previous month. The following tokens (including any kind of airdrops, mining, staking, interest rewards, browsing interest, Publish0x payments, and any kind of promo code or referee bonus) contributed to the earnings. They are ordered from the largest to the lowest contribution:

• 0.37 ETH from GMX, Lend Flare and from Redacted as reward from respectively staking my GMX tokens, supplying ETH and staking my BTRFLY tokens.
• 450 CRV from Convex Finance as reward to my participation to the pBTC/renBTC/WBTC/sBTC, MIM/DAI/USDC/USDT, LINK/sLINK, FRAX/FPI, FXS/cvxFXS liquidity pools, cvxCRV staking pool and CVX locking.
• 85 FXS from Convex Finance as reward to my shares of the FXS/cvxFXS, FRAX/FPI liquidity pools and CVX locking. I also received my brides from Votium as FXS thanks to Lama Airforce.
• 1510 PNT from Convex Finance as rewards to my participation to the pBTC/renBTC/WBTC/sBTC liquidity pools.
• 238359 LFT from Lend Flare as rewards for supplying ETH.
• 3.58 GMX from GMX.io as staking interest.
• 0.59 BTRFLY from Redacted as reward from staking my BTRFLY tokens.
• 23 CVX from Convex Finance as interest on my shares of the pBTC/renBTC/WBTC/sBTC, MIM/DAI/USDC/USDT, LINK/sLINK, FRAX/FPI, FXS/cvxFXS liquidity pools, cvxCRV staking pool and CVX locking.
• 78 OSMO from Osmosis as rewards from my share of the ATOM/OSMO and BTC/OSMO liquidity pools.
• 48 USDC from Convex Finance(3Crv). 
• 5.09 JUNO from my JUNO staking.
• 3.86 HNT from my Helium access points.
• 4.7 LUNA from Terra as staking reward. 
• 1.96 AURA from Aura and from Hidden Hand as respectively rewards on my participation to the wstETH/WETH liquidity pool and bribes from locking my AURA.
• 0.29 auraBAL from Aura as rewards from locking my AURA.
• 0.22 ATOM as staking reward from my ATOM.
• 0.27 BAL from Aura as rewards on my participation to the wstETH/WETH liquidity poll.

The following diagram depicts the evolution of the received monthly crypto interests: 

Regarding the interest composition ETH(20.2%), CRV(17.3%), FXS(16.6%), PNT(14.8%), LFT(11.9%) and GMX(5.9%) are the top contributors. The remaining 11 sources are around 13.3%. 

Transactions realized

Beginning of the month,

• I reinvested my previous OSMO interest into the WBTC/OSMO liquidity poll on Osmosis for 59.89% APY.

Middle of the month,

• I swapped my old BTRFLY tokens for the new version and locked them on Redacted.
• I claimed my Convex Finance rewards to benefits from low gas. I relocked my new CVX tokens, staked my new CRV tokens and put my new FXS tokens in the cvxFXS/FXS liquidity pool.
• I compounded my GMX rewards.
• I swapped my PNT rewards for ETH
• I swapped my 3CRV tokens for AURA and locked them in Aura.

End of the month,

• I compounded my GMX rewards.
• I claimed my Lend Flare rewards, converted my new LFT into ETH and deposited them into the wstETH/WETH liquidity pool on Aura for around 13% APY at that time.
• I claimed my BTRFLY rewards and relocked the new BTRFLY tokens. 

Evolution of the portfolio value

• The portfolio finished the month with a loss of $17K which is -4.9%.
• If we look at the performance of the main components of the portfolio: BTC(-13.6%), ETH(-2.9%).

• The stable coin allocation is now 41% which is still very high as my target was between 20 and 30%. Seeing the uncertainty with the macro in general, I'll keep it like that for some time until I see things getting more stable. 
• The ETH/BTC allocation is around 44%, which is still inline with my 40-50% target range.
• CRV/CVX/FXS/GMX allocation is around 10.3% this month, aligned with my target between 10-15%. This month showed a very good performance of GMX but bad performances for CVX and CRV.

The portfolio value compared to the value invested + earnings received decreased a bit this month.

The portfolio performance of -4.9% this month, lower to the average monthly performance of +8%

Things to look forward in September

In September, I'm looking forward to evolutions of macro situation again. I'm planning to monitor the performance of my latest investments (GMX, Aura, Redacted and Hidden Hand)  and might bring my allocations closer to targets if I see the macro situation getting better.