Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 29 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 July 2022.

Crypto interests

The portfolio earnings reached $3301 this month, that's a 21% increase 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:

• 656 CRV from Convex Finance and Curve 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.
• 1116 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.
• 1546 PNT from Convex Finance as rewards to my participation to the pBTC/renBTC/WBTC/sBTC liquidity pools.
• 154377 LFT from Lend Flare as rewards for supplying ETH.
• 43 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.
• 3.68 GMX from GMX.io as staking interest.
• 90.11 USDC from Convex Finance(3Crv). 
• 0.053 ETH from Looksrare as rewards for my LOOKS staking and from GMX.io.
• 80 OSMO from Osmosis as rewards from my share of the ATOM/OSMO and BTC/OSMO liquidity pools.
• 4.83 JUNO from my JUNO staking.
• 2.4 HNT from my Helium access points.
• 35 LOOKS from Looksrare as rewards for my LOOKS staking.
• 4.59 LUNA from Terra as staking reward. 
• 0.1 FARM from Harvest Finance.
• 0.23 ATOM as staking reward from my ATOM.

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

Regarding the interest composition CRV(26.6%), FXS(26.1%), PNT(14.8%), LFT(9.8%) and CVX(8.7%) are the top contributors. The remaining 10 sources is around 14%. 

Transactions realized

Beginning of the month,

• I reinvested previous QI interest into crv3Crypto pool from Curve on Fantom and moved everything in Beefy to automatically reinvest the rewards in the pool.
• I compounded my GMX rewards.

Middle of the month,

• I moved my ETH back from Fantom to Ethereum and supplied some ETH to Lend Flare.
• I claimed and reinvested my Convex Finance rewards to benefits from low gas.
• I moved some stable coins from the FRAX/USDC pool to the MIM/DAI/USDC/USDT pool for better rewards from Convex Finance.
• I reinvested my PNT rewards in the MIM/DAI/USDC/USDT pool.

End of the month,

• I swapped my LFT rewards into ETH.
• I removed my LOOKS from Looksrare and swapped everything to ETH
• I compounded my GMX rewards.

Evolution of the portfolio value

• The portfolio finished the month with a gain of $66K which is +23%.
• If we look at the performance of the main components of the portfolio: BTC(+20%), ETH(+53%).

• The stable coin allocation is now 40% which is 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 10.4% this month. My target is between 10-15%.

The portfolio value compared to the value invested + earnings received increased this month.

The portfolio performance of +23% this month pushes down the monthly average performance to +8.3%:

Things to look forward in August

In August, I'm looking forward to evolution of the macro situation again. I'm planning to monitor the performance of my new investments (GMX and the new vaults) and will try to bring my allocations closer to the targets if I see the situation stabilizing for a second consecutive month.