Jozo | SkunkyChunks

.@base agent portfolio update day 12: 60.7% $juno 21.3% $kellyclaude 9.8% $felix 8.2% $clawd % change (from entry): $Juno +363% $Felix +39% $clawd +24% $kellyclaude -33% Changes since last update: - Cut roughly 25% each of $felix and $clawd and added to $kellyclaude Total portfolio return since inception: 12.41% $juno just continues to creep up higher regardless of how the broader market does and I still think it's quite undervalued given its current revenue levels and how fast @tomosman and @JunoAgent are iterating and improving constantly. I added to $kellyclaude bc $6m market cap for what has the potential to be an autonomous company generating millions in monthly revenue, seems quite cheap even given the current revenue levels. Cut from $felix because getting a bankless interview and spotlight not resuming an uptrend is pretty bearish in the short term and will look to add lower hopefully if the opportunity presents itself. $clawd is simply underperforming the other holdings and would rather add to strength. Really do think we go sideway slow grind up across the board until we get a major attention increase from someone outside of the CT world and that is how we get one of these to $100m.