Portfolio Rotation

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8-Year Bitcoin Holder Offloads Another $136M Following Massive $4B ETH Trade – Whales Dumping Again?
Yahoo Finance· 2025-09-15 08:15
An eight-year Bitcoin holder resumed selling after a two-week pause, depositing 1,176 BTC worth $136.2 million to the Hyperliquid trading platform as Bitcoin tested $116,000 resistance levels. The whale previously executed one of the largest Bitcoin-to-Ethereum rotations in crypto history, trading 35,991 BTC valued at $4.04 billion for 886,371 ETH worth $4.07 billion. The renewed selling activity comes as BTC Inc CEO David Bailey claimed earlier this month that two massive whales prevented the cryptocurr ...
Selling America, Buying Europe - My Picks
Seeking Alpha· 2025-04-20 13:15
Group 1 - The article discusses a shift from US-domiciled shares to European-based businesses, indicating a strategic rotation in investment focus [1] - The author emphasizes the importance of building a market-beating portfolio with strong capital appreciation and aggressive dividend growth, targeting blue-chip companies with competitive advantages [2] - The investment strategy is centered around free cash flow rather than just yield chasing, highlighting a focus on financial health and sustainability of dividends [2] Group 2 - The article mentions specific companies in which the author holds long positions, including MSFT, GOOGL, AMZN, VOO, ASML, and LVMHF, indicating a diversified investment approach [2] - The author is leveraging their role as a Financial Analyst at a Fortune 500 firm to inform their investment decisions, suggesting a professional background that supports their analysis [2]