On... 2021

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2022 marks the beginning of my fifth year of investing. 2021 was not a good year for me generally. It started great until the end of April and May onwards was painful for me.


Despite the tough environment that I faced, I felt lucky that I ended the year positive for my trading and my overall portfolio. ROI for my overall portfolio is 11.1% (ROI since inception). For the latest portfolio updates, see Portfolio Updates. 


There are 2 big changes that I had in 2021 compared to previous years. The first one was to pick up crypto trading. I previously just hodled bitcoin as a safe haven asset. I never thought I would start trading altcoins. I was first introduced to Ethereum in 2017 but was not convinced that it is an investable asset. It took me 4 years before I would start to trade it. I guess in 2017, the environment was a lot more speculative. By the start of 2021, crypto had become quite mainstream with lots of institution adoption.


The second big change in 2021 was picking up NFT's (Non Fungible Tokens). At the moment Im only investing long term in projects that I believe in and not trading them. However, never say never. In 2017, I thought I would never touch crypto - but here I am.


The best performer in my portfolio so far is SAND (+270.9% ROI since inception). There has been a pullback lately and at the time of writing. However I still believe in the story long term. SAND is a metaverse coin and all of us who watched Ready Player One knows that the Metaverse is not only the future but its coming at us at warped speed. 


The worst performer in my portfolio so far is EXL (-93.6% ROI since inception). It has been down for a long time and failed to rebound. It seemed that the cannabis space was a a bubble after all and just a speculative class.


What does my crystal ball tell me about 2022? I feel that after taking a beating since mid 2021, crypto will finally restart its bull market run. You can tell that by just the number of people coming into the space. The level of adoption truly is not represented by the price.


My hope for 2022 is to do better than the second half of 2021. Good luck to all traders and investors, I know I need lots of that! 



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