Spinvest-leo weekly update post - 9 Sep 2023

in #leofinancelast year

Welcome to this weeks update from the @spinvest-leo account. This wallet manages a small portion of the overall @spinvest fund, and sends HIVE back to @spinvest each week to contribute to the pool of funds for dividends. This wallet is managed by @jk6276. The main focus of this account is to generate yield to contribute to the weekly dividends for holders of SPI tokens. Our current target is to send 100 HIVE per week back to @spinvest. Primary holdings are positions in SPS liquidity pools, along with some Hive engine based investments.

Position changes this week:

This post is a day late, and all numbers are 24 hours old. Not much change this week, continuing to slowly unstake BXT, and working on building the SIM/HIVE position. Other than that, nothing much has changed this week.

I have combined a few things into one dollar amount in the breakdown below, as they are minor amounts (vexPOLYCUB, liquid ETH and BNB) and pretty inconsequential to the overall wallet.


Current holdings:

  • SPS/BNB pool - $852 (down $11 😢)

  • SPS/HIVE pool - $823 (up $2 👍)

  • SPS/ETH pool - $902 (down $8 😢)

  • SIM/HIVE pool - $187 (up $19 😍)

  • BXT/HIVE pool - $766 (down $37 😭)

  • Staked BXT - $141 (down $41 😱)

  • HIVE Power - $209 (up $8 😎)

  • Miscellaneous - $65 (down $6 🙁) (vexPOLYCUB, liquid ETH & BNB)

3 happy spots, and 5 drops.

Asset exposure

Using the above values, and splitting pool positions into their components, we can calculate the total exposure to each asset for this wallet.

  • SPS - $1289 - 33%

  • BNB - $432 - 11%

  • ETH - $477 - 12%

  • HIVE - $1097 - 28%

  • SIM - $94 - 2%

  • BXT - $524 - 13%

  • vexPOLYCUB - $33 - 1%


Commentary:

We certainly timed our increase in exposure to SPS badly. SPS was looking quite nice, and when SSUK shipped over some extra funds a little while ago, we added in the SPS/ETH pool. SPS has been pretty much down ever since. BXT has dropped a bit the last couple of weeks also, but seems to be leveling off.

Not much else going on at the moment. Just treading water in this market. Overall a small drop for the week, and we slip under $4K just.


Totals and conclusion:

  • Total asset value last week: $4019
  • Total asset value this week: $3945
  • Weekly gain/loss: Drop of $74 😕

100 HIVE sent to @spinvest for weekly dividends.

Thanks for taking the time to read our weekly update. If you would like to learn more about @spinvest, and the $SPI token, check out the main account and review the weekly update post.