Portfolio March update - $9444 of passive crypto income

Portfolio March update - $9444 of passive crypto income

By XawPublish | My token portfolio | 2 Apr 2022


Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 25 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 March 2022.

Crypto interests

The portfolio earnings reached $9444 this month, that's a 26% increase 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:

  • 885 CRV from Convex Finance and Curve as reward to my participation to the rETH, LINK, EURT and UST liquidity pools and from the ATriCrypto3 pools on polygon. I also received some as brides from Votium thanks to Lama Airforce.
  • 1568 MARS from Mars protocol as lockdrop reward 
  • 33.92 CVX from Convex Finance as interest on my shares of the cvxCRV, cvxFXS, rETH, LINK, EURT and UST liquidity pools.
  • 130 OSMO from Osmosis as rewards from my share of the ATOM/OSMO, LUNA/OSMO, SCRT/OSMO and STARS/OSMO liquidity pools.
  • 3.08 rDPX from Dopex as reward on my shares of the rDPX/ETH liquidity pool, rDPX staking and usage of the ETH SSOV.
  • 0.15 ETH from Looksrare as rewards for my LOOKS staking.
  • 1096 ZKP from PantherProtocol as rewards for my ZKP staking.
  • 116 LOOKS from Looksrare as rewards for my LOOKS staking.
  • 1931 TWD from Pylon.
  • 244 USD from Anchor(UST) and Convex Finance(3Crv).
  • 140 XDEFI from Pylon.
  • 0.097 DPX from Dopex as reward on my shares of the DPX/ETH liquidity pool, DPX staking and usage of the ETH SSOV.
  • 1.47 LUNA from Terra as staking reward for my LUNA.
  • 1451 GLOW from Pylon.
  • 3.97 JUNO from my JUNO staking.
  • 840 WHALE from Pylon.
  • 1513 MINE from Pylon.
  • 2.37 HNT from my Helium access point.
  • 75.9 PRISM from Prism protocol as staking reward for my yLuna.
  • 712 LOOP from Pylon.
  • 99 CRO from Crypto.com as staking reward for my CRO.
  • 372 VKR from Pylon.
  • 2.58 SNX from Celsius Network as interest on my SNX.
  • 0.77 DOT from Celsius Network as interest on my DOT.
  • 72 EPS from Convex Finance as Airdrop from Ellipsis platform.
  • 0.532 FXS from Convex Finance as reward to to my shares of the cvxFXS liquidity pools.
  • 4.37 CEL from Celsius Network as interest on my CEL, 0x and UNI tokens.
  • 0.19 AXS from Binance as locked staking reward on my AXS tokens.
  • 132 ATLAS from lending ATLAS at Francium on Solana.
  • 3.46 AUDIO from Audius.
  • 373 LUM from Lum Network as staking rewards.
  • 0.126 ATOM as staking reward from my ATOM.
  • 0.73 SAND from Binance as locked staking reward on my SAND tokens.
  • 0.02 FARM from Harvest Finance as staking reward for my FARM tokens.
  • 10.24 ANGLE as interest from Convex Finance on the EURT liquidity pool.
  • 0.92 BAT from Brave as reward to watch ads.  
  • 0.0002 ILV from Binance as staking reward on my ILV tokens.
  • 59390 SAYVE from Pylon.

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

Interest history

Regarding the interest composition CRV(26.8%), MARS(13.2%), CVX(11.8%), OSMO(11.3%), RDPX(7.5%) are the top contributors. The remaining 33 sources are only around 30%.

Interest composition

Transactions realized

Beginning of the month,

  • I received the second part of my ZKP tokens from PantherProtocol, still lower than the price I purchased them originally. I continue to stake them until the first product gets released.
  • I claimed my Convex Finance rewards to benefits from low gas fees and relocked my CVX on the new Convex Finance contract to benefits from the next Votium bribes.
  • I claimed my Votium bribe and reinvested the rewards into cvxCRV on Convex Finance.

Middle of the month,

  • I swapped my EURS for EURT on Convex Finance as the yields was decreasing a lot. 
  • I undelegated my AUDIO tokens and swapped them for ETH to pay for gas fees.
  • I claimed my second Votium bribe and reinvested the rewards into cvxCRV on Convex Finance. I also added some CRV coming from the ATriCrypto3 pool on Polygon.
  • I swapped 148 OSMO to UST on Osmosis and then to PRISM on Terra to stake and lock them on Prism protocol.
  • I sold the MARS lockdrop from Mars protocol for LUNA to refract and staked the yLuna on Prism protocol for around 40% APY.
  • I unstaked half of my LUNA to be able to stake them on Prism protocol instead in April.
  • I unstaked my SCRT/OSMO and STARS/OSMO from Osmosis to be able to reinvest them in April.

End of the month,

  • I claimed my Convex Finance rewards to benefits from low gas fees and locked/staked everything.
  • I claimed my Dopex rewards and staked the DPX.

Evolution of the portfolio value

  • The portfolio finished the month with a gain of $69K which is +11.4%. 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 CVX(+34%) and LUNA (+22%), a bit less than than ETH (+15%) but way better than BTC (+4%).

Portfolio evolution

  • The stable coin allocation is now 23.4% which is a bit low as I'm targeting a 25-30% range. 
  • The ETH/BTC allocation is around 49.2%, which is inline with my 40-50% target range.
  • CRV/CVX/BTRFLY allocation is around 9.9%, it's getting better as my target is between 10-15%.

Portfolio allocation

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

Portfolio value vs capital invested

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

Portfolio performances

 

Things to look forward in April

In April, I'm looking forward to evolution of the macro situation. I'm planning to invest more in Prism protocol and also in Astroport on Terra. I'll also monitor the evolution of the Curve War in relation to the recent announcements from Terra and Frax.

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XawPublish
XawPublish

Crypto/Blockchain and finance enthusiast


My token portfolio
My token portfolio

This blog tracks the evolution of my token portfolio. In includes a transparent list of apps, services, tokens, transactions I'll be doing while trying to manage this portfolio.

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