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40 sats \ 1 reply \ @Bell_curve OP 12 Jul \ on: 50/30/10/10 allocation Stacker_Stocks

✅ New Constraints Locked

  • 🟦 BTC Core: Exactly 50%, permanent and untouchable
  • 🟩 SPY: Exactly 10%, locked passive equity exposure
  • 🟫 Cash Buffer: ≥1%, always maintained as liquidity floor
That leaves 39% flexible allocation to distribute among your rotation and preferred layers.

🧱 Bell Curve Modular Allocation Framework™ (Constraint-Aligned, Total = 100%)

ZonePurposeAllocation
🟦 BTC Core (Locked)Long-horizon asymmetric upside50%
🟩 SPY ETF (Locked)Passive U.S. market exposure10%
🟥 BTC ActiveHarvest layer, strategic rotation15%
🟨 MSTR EquityCorporate BTC leverage + equity optionality11%
🟧 STRK PreferredYield + MSTR convertibility8%
🟪 STRF PreferredFixed 10% dividend, cumulative structure3%
🟨 STRD PreferredRedeemable fixed-yield instrument2%
🟫 Cash Buffer (Min)Tactical liquidity floor1%
✅ Total: 100%, fully constraint-compliant.

🔄 Strategy Notes

  • BTC Exposure: 65% total (Core + Active)—asymmetric thesis preserved
  • SPY adds stability without undermining conviction layers
  • Preferred ladder (STRK, STRF, STRD = 13%) provides yield and tactical maneuverability
  • Cash Buffer now hard-coded into tracker logic with auto-replenish alerts when below 1%
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0 sats \ 0 replies \ @Bell_curve OP 13 Jul

🧠 What’s a NAV Discount?

A NAV discount happens when a fund (like MSTR or a closed-end ETF) trades below the value of its underlying assets. For example, if MSTR’s Bitcoin holdings are worth $100 per share but the stock trades at $80, it’s at a 20% NAV discount. This can signal undervaluation—or market skepticism.

🔁 Action Triggers by Scenario

Bullish Market
  • BTC Active trims begin at predefined profit tiers (e.g., +100%, +200%)
  • STRK may convert into MSTR if MSTR trades at a premium (e.g., 2x NAV)
  • Other Bucket rotates into high-beta sectors like tech or AI
  • Unassigned Reserve can be deployed into momentum plays
Bearish Market
  • BTC Active rotation pauses or shifts into ultra-short bonds
  • STRD may be redeemed to replenish Cash Buffer
  • Other Bucket tilts toward gold, TIPS, or volatility hedges
  • MSTR may be trimmed if NAV discount widens beyond threshold (e.g., −30%)
Correction Phase
  • BTC Active trims selectively if prior gains exist
  • MSTR may be re-entered if NAV discount exceeds 20%
  • Other Bucket rotates into low-volatility ETFs or short-duration bonds
  • Unassigned Reserve used for opportunistic entries into oversold assets
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