Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 16 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 June.

Crypto interests

The portfolio earnings reached $8875 this month, that's a 12% 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:

• 139.99 ADDY from Adamant Finance as reward to my participation to the am3CRV and IBBTC/WBTC liquidity pools and as ADDY staking dividends.  
• 1852.62 MATIC from Adamant Finance as ADDY staking dividends as well as from Curve and Beefy Finance as reward to my participation to the aDAI+aUSDC+aUSDT liquidity pool and to the Matic vault
• 459.34 CRV from Convex Finance and as reward to my participation to the rETH, LINK and EURS liquidity pools.
• 2.57 BOR from BoringDAO as reward for staking oBTC
• 131.53 CVX from Convex Finance as interest on my cvxCRV, rETH, LINK and EURS liquidity pools
• 61.66 CEL from Celsius Network as interest on my CEL, 0x, UNI tokens
• 263.07 FIS from Convex Finance as reward to my participation on my rETH liquidity pools
• 124.72 CHSB from SwissBorg as interest on the Smart Yield account for CHSB tokens
• 2.32 SNX from Celsius Network as interest on my SNX
• 0.07 FARM from Harvest Finance as staking reward for my FARM tokens.
• 18.87 ADA from Binance as locked staking reward on my ADA tokens.
• 1.25 SUSHI from Sushiswap as staking reward for my SUSHI tokens.
• 1.31 TFUEL from Theta Network as rewards for staking TFUEL and running a Theta Edge node.
• 0.79 BAT from Brave from ads.
• 22.97 BUSD/3CRV from Ellipsis Finance and Convex Finance as reward to my staking of my EPS tokens and my cvxCRV tokens.
• 0.006 DASH from Binance as locked staking reward on my DASH tokens
• 0.21 AVAX from Binance as locked staking reward on my AVAX tokens

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

Regarding the interest composition, ADDY(50%), MATIC (21%), CRV(8%) BOR(7%) are the top contributors of the interest. The remaining 13 sources are only 14%.

Transactions realized

At the beginning of the month,

• I moved my am3CRV tokens from Curve to Adamant Finance because of the decrease of the interest on Curve. At that time, Adamant Finance interest on those stable coins was more than 100% APY.
• I moved around 3800 MATIC that were on Beefy Finance to QuickSwap to convert them into ADDY token and locked them on Adamant Finance for more than 1000% APY in ADDY and MATIC. At the time of this post, the reward is still higher than 500% APY.
• I switched my ETH from the stETH to the rETH liquidity pools for better rewards on Convex Finance.

Middle of the month,

• I moved my LINK from Venus Finance to Convex Finance via Binance to switch from the BSC to the Ethereum blockchain.
• I staked my CVX and CRV rewards on Convex Finance as the network fees were low.

End of the month,

• I removed my oBTC from BoringDAO and my WBTC from Beefy Finance as the interest was getting lower on both. I added the BOR reward that I could claim from BoringDAO and the FIS rewards from Convex Finance converted into WBTC and moved everything as part of the ibBTC/WBTC liquidity pools on Sushiswap and stacked the resulting tokens on Adamant Finance for currently around 77% APY. 
• I staked again my CVX and CRV rewards on Convex Finance as the network fees were still low.
• I moved my DOT token from Goose Finance to Binance to get better reward.

Evolution of the portfolio value

• The portfolio finished the month with a loss of $76K which is -13% for a second consecutive month.
• If we look at the performance of the main components of the portfolio, the situation is reversed from the previous month. Last month ETH, CEL helped reduce the loss compared to BTC, this month it's the opposite: BTC only lost 8% but ETH lost -19% and CEL -17%. CHSB is constant and lost more than 30% again. 

• I did not do major rebalancing during the month, I just kept on reinvesting some of the crypto interest into BTC
• The stable coin allocation is now 22.5% which is a bit higher than my 15-20% target range,so I'll probably reinvest my EURS into BTC soon.
• The ETH/BTC allocation is now 42%, still in the 40-50% target range
• CEL/CHSB is still at around 29% which is OK.

Regarding the evolution of the portfolio value vs the capital invested, the portfolio value lost some margin compared to the value invested. I like this diagram during volatile month as it helps keeping a cool head.

Another thing that helped me keep a cool head is the following diagram with the monthly performance of the portfolio compared to bitcoin:

Things to look forward to in June

In July, I'll probably rebalance part of my stable coins into BTC. Then I'll continue monitoring the different platforms I'm using in particular Adamant Finance and Convex Finance. Both platforms are fairly new and very promising. I'm also looking forward for the announcement that should happen in SwissBorg next AMA as I'm currently a bit disappointed by their SmartYield rates.