Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 18 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.

Crypto interests

The portfolio earnings reached $9352 this month, that's a 17% increase from the previous month. The following tokens (including any kind of staking or interest rewards, browsing interest, Publish0x payments, and any kind of promo code or referee bonus) contributed to the earnings:

• 179.06 ADDY from Adamant Finance as reward to my participation to the MAI/USDC, renBTC/WBTC, WETH/CEL, ADDY/WETH, MATIC/ETH and SOL/WMATIC liquidity pools.  
• 435.78 MATIC from Adamant Finance as ADDY staking dividends
• 91.97 CVX from Convex Finance as interest on my cvxCRV, rETH, LINK and EURS liquidity pools
• 171.39 CRV from Convex Finance and as reward to my participation to the rETH, LINK and EURS liquidity pools.
• 197.65 FIS from Convex Finance as reward to my participation on my rETH liquidity pools
• 56.99 CEL from Celsius Network as interest on my CEL, 0x, UNI tokens
• 138.4 CHSB from SwissBorg as interest on the Smart Yield account for CHSB tokens
• 693.33 MINE from Pylon
• 88.29 UST/3Crv from Anchor/Convex Finance
• 15.66 CHESS from Tranchess as interest on my BTCB.
• 66.93 EPS from Convex Finance as Airdrop from Ellipsis platform.
• 14.83 ADA from Binance as locked staking reward on my ADA tokens.
• 2.38 SNX from Celsius Network as interest on my SNX
• 0.03 AUTO from Autofarm as interest on my BNB
• 0.8 SUSHI from Sushiswap as staking reward for my SUSHI tokens and the unlocking of old stacking rewards.
• 0.72 DOT from Celsius Network as interest on my DOT
• 0.03 FARM from Harvest Finance as staking reward for my FARM tokens.
• 1.82 BAT from Brave from ads.
• 0.006 DASH from Binance as locked staking reward on my DASH tokens
• 0.01 AVAX from Binance as locked staking reward on my AVAX tokens
• 1.82 AUDIO from Audius

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

Regarding the interest composition, ADDY(65%), MATIC (7.5%), CVX(7.3%), FIS (5%) and CRV(4.5%) are the top contributors of the interest. The remaining 15 sources are only around 11%. This explains also the increase of the interest dollar value as ADDY price gained around 80% this month.

Transactions realized

At the beginning of the month,

• I sold most of my FIS for some ETH, mainly to have a bit of reserve for the Ethereum gaz fees...
• I finally got my remaining BOR token unlocked from BoringDAO and converted them to BTCB and added them on Tranchess as the interest is around 40% APY.

Middle of the month,

• I sold my AVAX for AUDIO token on Binance and staked them on Audius for around 20% APY.
• I sold my EPS and AUTO for BTCB  and moved my BTCB out of Autofarm to Tranchess.
• I moved my BTC from the ibBTC/WBTC to the renBTC/WBTC liquidy pool on Adamant Finance for more than 80% APY at that time.

End of the month,

• I swapped some of my monthly MATIC rewards in SOL and put everything into the MATIC/SOL liquidity pools on Adamant Finance for around 30% APY.
• I invested $21K more in crypto and decided to invest them on the Terra blockchain. I deployed 9K UST in three different projects in Pylon and the rest in Anchor.

Evolution of the portfolio value

• The portfolio finished the month with a gain of $126K which is +23%.
• If we look at the performance of the main components of the portfolio, the portfolio did better than BTC (+22%), CHSB(+9.71%) and CEL (-6.25%) mainly because ETH did an impressive growth (+48%).
• The stable coin parts of the portfolio reached 18% thanks to the new deposit of $21K. 

• I did not do major rebalancing during the month, I just kept on reinvesting some of the crypto interest into BTC and ETH.
• The stable coin allocation is now 18.3% which is inline with my 15-20% target range.
• The ETH/BTC allocation is around 50%, still in the 40-50% target range
• CEL/CHSB is still at around 22% which is still OK.

Regarding the evolution of the portfolio value vs the capital invested, the portfolio kept some margin compared to the value invested even with the new deposit.

The portfolio performance of 23% of this month is much higher than the average monthly performance (14.8%).

Things to look forward to in September

In September, I'm looking forward to the release of a large part of my locked ADDY tokens to get reinvested probably in BTC and maybe in more SOL as well. I might invest more on the Terra ecosystem which seems really impressive. Regarding Celsius Network, I'm a bit disappointed by the recent performance of the token which I think is a consequence of the late release of the promised features. I still don't plan to sell any CEL for the moment. Regarding SwissBorg, I liked the release of the Crypto challenge application.