Final Insights
Due to changing business conditions, Cabot has decided to end the SX Crypto Advisor publication. I want to personally thank everyone who subscribed and tuned in to our webinars. It has been a pleasure to provide you with this research content, I hope you enjoyed reading despite the tough year in the markets.
You will receive further information from the company regarding this closure process.
Portfolio Recommendations
All recommendations and current ratings remain intact. I suggest that you invest accordingly based on your own experience, risk profile, and desired hold period. If you have any questions regarding the unwinding of a position, please contact me directly so that I can help you.
Ian Beaudoin
Work: ian@cabotwealth.com
Personal: iancbeaudoin@gmail.com
LinkedIn: https://www.linkedin.com/in/ian-beaudoin/
Equity Portfolio
| Ticker | Initial Weight | Price | Price at Rec | Performance | Rating |
| Alphabet (GOOGL) | 2.50% | 102.52 | 99.97 | 2.55% | BUY A QUARTER |
| Arista Networks (ANET) | 2.50% | 110.72 | 105.00 | 5.45% | BUY A QUARTER |
| JPMorgan (JPM) | 2.50% | 122.38 | 107.73 | 13.60% | BUY A QUARTER |
| Nvidia (NVDA) | 2.50% | 125.99 | 188.20 | -33.06% | BUY A QUARTER |
| Okta Inc. (OKTA) | 2.50% | 54.71 | 95 | -42.41% | BUY A HALF |
| Proshares Strategy Bitcoin ETF (BITO) | 2.50% | 11.93 | 25.93 | -53.99% | BUY A QUARTER |
| Block Inc. (SQ) | — | 57.02 | — | — | WATCH |
| Concord Acquisition (CND) | — | 10.09 | — | — | WATCH |
| CrowdStrike (CRWD) | — | 157.97 | — | — | WATCH |
| Galaxy Digital (GLXY.TO) | — | 7.02(CAD) | — | — | WATCH |
| Proshares Short Bitcoin ETF (BITI) | — | 38.26 | — | — | WATCH |
| Unity (U) | — | 28.63 | — | — | WATCH |
Crypto Portfolio
| Ticker | Initial Weight | Price | Price at Rec | Performance | Rating |
| ETH | 18.0% | 1,344.95 | 3,444.22 | -60.95% | BUY A HALF |
| ENS | 7.00% | 17.19 | 10.22 | 68.20% | BUY A HALF |
| MATIC | 7.00% | 0.90 | 0.678 | 32.24% | BUY A HALF |
| APE | — | 4.52 | — | — | WATCH |
| SOL | — | 28.41 | — | — | WATCH |
| HNT | — | 4.07 | — | — | WATCH |
| STEPN | — | 0.4677 | — | — | WATCH |
| AVAX | — | 15.76 | — | — | WATCH |
| LINK | — | 6.92 | — | — | WATCH |
