Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 31 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 September 2022.

Crypto interests

The portfolio earnings reached $3886 this month, that's a 31% 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:

• 1275256 LFT from Lend Flare as rewards for supplying ETH and WBTC.
• 407 LUNA from Terra as staking reward and second airdrop.
• 0.42 ETH from GMX, Lend Flare and from Redacted as reward from respectively staking my GMX tokens, supplying ETH and staking my BTRFLY tokens.
• 494 CRV from Convex Finance 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.
• 39 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.
• 118 OSMO from Osmosis as rewards from my share of the ATOM/OSMO and BTC/OSMO liquidity pools.
• 23.4 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.
• 1.76 GMX from GMX.io as staking interest.
• 260 PNT from Convex Finance as rewards to my participation to the pBTC/renBTC/WBTC/sBTC liquidity pools.
• 0.20 BTRFLY from Redacted as reward from staking my BTRFLY tokens.
• 25 USDC from Convex Finance(3Crv). 
• 4.04 HNT from my Helium access points.
• 5.03 JUNO from my JUNO staking.
• 5.18 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.
• 1.39 BAL from Aura as rewards on my participation to the wstETH/WETH liquidity poll.
• 0.22 ATOM as staking reward from my ATOM.
• 0.1 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(30.2%), LUNA(26.7%), ETH(14.5%) and CRV(11.4%) are the top contributors. The remaining 14 sources are around 17.2%. 

Transactions realised

Beginning of the month,

• I reinvested my previous OSMO interest into the WBTC/OSMO liquidity poll on Osmosis for 58.4% APY.
• I compounded my GMX rewards.
• I received my second LUNA airdrop which was about the same size than the first one.

Middle of the month,

• I removed my WBTC from the pBTC/renBTC/WBTC/sBTC on Convex Finance as the yield was decreasing and I supplied them to Lend Flare.
• I claimed my Convex Finance rewards to benefits from low gas. I relocked my new CVX tokens, staked my new CRV tokens and put my new FXS tokens in the cvxFXS/FXS liquidity pool.
• I swapped my PNT rewards for ETH
• I reinvested my LFT rewards into ETH and provided then into the wstETH/WETH liquidity pool on Aura.

End of the month,

• I compounded my GMX rewards.
• I claimed all my BTRFLY rewards and relocked the new BTRFLY tokens. 

Evolution of the portfolio value

• The portfolio finished the month with a loss of $22.6K which is -6.6%.
• If we look at the performance of the main components of the portfolio: BTC(-4.1%), ETH(-17.4%).

• The stable coin allocation is now 44% which is still 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 41.7%, which is still inline with my 40-50% target range.
• CRV/CVX/FXS/GMX allocation is around 8.6% this month, lower than my target of 10-15%. This month showed a bad performance of most of these tokens.

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

The portfolio performance of -6.6% this month, lower to the average monthly performance of +7.6%

Things to look forward in October

In October, I'm still looking forward to the evolution of the macro situation. I'll monitor the performance of my latest investments (GMX, Aura, Redacted and Hidden Hand) and I will probably reinvest my rewards into more Aura.