Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 32 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 October 2022.

Crypto interests

The portfolio earnings reached $3524 this month, that's a 9% decrease 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:

• 2646197 LFT from Lend Flare as rewards for supplying ETH and WBTC.
• 409 CRV from Convex Finance as reward to my participation to the cvxFXS/FXS, MIM/DAI/USDC/USDT, LINK/sLINK, FRAX/FPI liquidity pools, staking cvxCRV and locking CVX
• 0.1384 ETH from GMX and from Redacted as reward from respectively staking my GMX tokens and staking my BTRFLY tokens.
• 33 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.
• 89 OSMO from Osmosis as rewards from my share of the ATOM/OSMO and BTC/OSMO liquidity pools.
• 2.47 GMX from GMX.io as staking interest.
• 16.5 CVX from Convex Finance as interest on my shares of the MIM/DAI/USDC/USDT, LINK/sLINK, FRAX/FPI, FXS/cvxFXS liquidity pools, cvxCRV staking pool and CVX locking.
• 2222 VELO from Velodrome as interest on my shares of the sUSD/LUSD liquidity pools
• 0.19 BTRFLY from Redacted as reward from staking my BTRFLY tokens.
• 10.17 LUNA from Terra as staking rewards.
• 17 USDC from Convex Finance(3Crv). 
• 3.55 HNT from my Helium access points.
• 4.86 JUNO from my JUNO staking.
• 4.23 AURA from Aura and from Hidden Hand as respectively rewards on my participation to the wstETH/WETH liquidity pool and bribes from locking my AURA.
• 1.18 BAL from Aura as rewards on my participation to the wstETH/WETH liquidity poll.
• 0.24 ATOM as staking reward from my ATOM.
• 0.09 auraBAL from Aura as rewards from locking my AURA.

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

Regarding the interest composition,  LFT(63.8%), CRV(10%), ETH(6%) and FXS(5.8%) are the top contributors. The remaining 14 sources are around 15.4%. 

Transactions realized

Beginning of the month,

• I claimed my LFT rewards and reinvested it into aUSD liquidity pool on Aura
• I reinvested my previous OSMO interest into the WBTC/OSMO liquidity poll on Osmosis for 58.4% APY.
• I claimed all my BTRFLY rewards and relocked the new BTRFLY tokens. 
• I moved the liquidity I had on Fantom in the TriCrypto liquidity pool into GMX as GLP on Arbitrum. The reason is that the interest rate on the Tricrypto pool decreased to less than 10% and GLP interest is around 19% and the composition is similar.
• I compounded my GMX rewards.

Middle of the month,

• I compounded my GMX rewards.
• I extracted the stable coins from the Convex Finance MIM/DAI/USDC/USDT liquidity pool and from the aUSD liquidity pool on Aura and moved everything into the sUSD/LUSD liquidity pool into Velodrome. The reason is that the interest on MIM/DAI/USDC/USDT was getting lower and MIM has often the tendency to lose the $1 peg and that makes me nervous.
• I claimed my LFT rewards and reinvested it all into the sUSD/LUSD liquidity pool into Velodrome.

End of the month,

• I claimed all my BTRFLY rewards and relocked the new BTRFLY tokens. 
• I claimed my LFT and VELO rewards and reinvested it all into the sUSD/LUSD liquidity pool into Velodrome.
• I compounded my GMX rewards.

Evolution of the portfolio value

• The portfolio finished the month with a win of $6.4K which is +2%. The performance would have been better (around +8%), but I finally did the cleanup I wanted in my Google Sheet tracking page which removed the drift which was accumulating for a while.
• If we look at the performance of the main components of the portfolio: BTC(+6%), ETH(+20.5%).

• The stable coin allocation is now 45% 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 41.5%, which is still inline with my 40-50% target range.
• CRV/CVX/FXS/GMX allocation is around 9.5%, lower than my target of 10-15%.

The portfolio value compared to the value invested + earnings received decreased a bit again this month.

The portfolio performance of +2% this month, lower to the average monthly performance of +7.48%

Things to look forward in November

In November, I'm still looking forward to the evolution of the macro situation. I'll monitor the performance of my latest investments (GMX, Aura/Hidden Hand) and I will probably reinvest my rewards into more stable coins if the macro does not get better.