Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 24 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 February 2022.

Crypto interests

The portfolio earnings reached $7452 this month, that's a 12% decrease from the previous month. The following tokens (including any kind of 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:

• 764 CRV from Convex Finance and Curve as reward to my participation to the rETH, LINK, EURT, ibBTC and UST liquidity pools and from the ATriCrypto3 pools on polygon. I also received some as brides from Votium thanks to Lama Airforce.
• 182 OSMO from Osmosis as rewards from my share of the ATOM/OSMO, CRO/OSMO, LUNA/OSMO, SCRT/OSMO and STARS/OSMO liquidity pools.
• 0.26 ETH from Looksrare as rewards for my LOOKS staking.
• 37.16 CVX from Convex Finance as interest on my shares of the cvxCRV, rETH, LINK, EURT, ibBTC and LUNA liquidity pools.
• 3.09 rDPX from Dopex as reward on my shares of the rDPX/ETH liquidity pool, rDPX staking and usage of the ETH SSOV.
• 310 USD from Anchor(UST) and Convex Finance(3Crv).
• 1336 ZKP from PantherProtocol as rewards for my ZKP staking.
• 179 LOOKS from Looksrare as rewards for my LOOKS staking.
• 1.85 LUNA from Terra as staking reward for my LUNA.
• 0.1 DPX from Dopex as reward on my shares of the DPX/ETH liquidity pool, DPX staking and usage of the ETH SSOV.
• 780 WHALE from Pylon.
• 1898 TWD from Pylon.
• 134.58 XDEFI from Pylon.
• 1323 GLOW from Pylon.
• 640 LOOP from Pylon.
• 1376 MINE from Pylon.
• 334 VKR from Pylon.
• 0.61 HNT from my Helium access point.
• 0.37 JUNO from my JUNO staking.
• 0.76 DOT from Celsius Network as interest on my DOT.
• 80 EPS from Convex Finance as Airdrop from Ellipsis platform.
• 4 CEL from Celsius Network as interest on my CEL, 0x and UNI tokens.
• 2.55 SNX from Celsius Network as interest on my SNX.
• 0.12AVAX from Beefy as staking rewards for my AVAX.
• 44.52 ANGLE as interest from Convex Finance on the EURT liquidity pool.
• 0.13 AXS from Binance as locked staking reward on my AXS tokens.
• 203 ATLAS from lending ATLAS at Francium on Solana.
• 7.12 AUDIO from Audius.
• 410 LUM from Lum Network as staking rewards.
• 0.04 FARM from Harvest Finance as staking reward for my FARM tokens.
• 0.92 SAND from Binance as locked staking reward on my SAND tokens.
• 0.0003 ILV from Binance as staking reward on my ILV tokens.
• 55135 SAYVE from Pylon.

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

Regarding the interest composition CRV(26%), OSMO(24.8%), ETH(10%), CVX(9.5%) are the top contributors. The remaining 29 sources are only around 30%.

Transactions realized

Beginning of the month,

• I finally received the first part of my ZKP tokens from PantherProtocol, immediately priced 40% lower than the price at selling time. I decided to stake them until the first product gets released. 
• I sold my AVAX token to buy some LOOKS to have access to the ETH interest. I did not expect to see the value of these tokens decrease by 70% during February... Anyway, the momentum of LOOKS seemed to reverse end of the month so I kept them staked.

Middle of the month,

• I used a few past Votium bribes in CVX, ALCX and ANGLE converted into FXS and converted them into Convex Finance cvxFXS.
• I got my vCOW airdrop from Cowswap.
• I reinvested twice the Votium bribes received in cvxCRV thanks Llama Airforce to Convex Finance. I also moved and reinvested on Convex Finance the CRV interest received on Curve/Polygon for the ATriCrypto3 pool.
• I invested around 300 UST in PRISM token sell on Terra and then staked the received tokens.

End of the month,

• I moved my WBTC from Convex Finance/Ethereum and Yearn Finance/Fantom to Beefy/Fantom based on Curve for around 5% APY as the yield on Convex Finance was lower than 1% APY.
• I reinvested some ETH into the Dopex ETH call SSOV after receiving back my original investment in February.
• I removed my shares of the CRO/OSMO liquidity pools from Osmosis, converted everything in CRO and stake them on Crypto.com to get their credit card with 3% cashback and 10% APY.
• I removed my shares of the JUNO/OSMO from Osmosis liquidity pools, converted OSMO to JUNO and stake them for around 100% APY.
• I started my Helium access point after waiting for it for more than 6 months.
• I invested around 5000 UST in the Mars protocol token launch on Terra.

Evolution of the portfolio value

• The portfolio finished the month with a gain of $34K which is +6.21%. This month again the volatility was really high with the portfolio loosing more than $100K in the worst moment of the month.
• If we look at the performance of the main components of the portfolio, the portfolio did worth than LUNA (+72%), BTC (+14%), about the same than ETH (+6.43%) but way better than CVX(-32%). The low performance can be explained by bad results from both LOOKS and ZKP investments.

• The stable coin allocation is now 26.7% which I'm comfortable with as I'm targeting a 25-30% range. 
• The ETH/BTC allocation is around 49.5%, which is inline with my 40-50% target range.
• CRV/CVX allocation is around 6.7% and I would like to see it higher than 10%.

The portfolio value has a conformable margin (+113%) compared to the value invested + earning received.

The portfolio performance of +6.21% this month is lower than the average which is +11.21%:

Things to look forward in March

In March, I'm looking forward to evolution of the macro situation. I'll also monitor the Mars protocol release which could be very interesting on Terra. I'll also probably reinvest some non-stable part of the portfolio into FXS/CRV/CVX ecosystems.