George Thomson
George Thomson @misterg23

Performance
All

3.89%2026
2026
-8.87%2025
2025
61.98%2024
2024
72.93%2023
2023
-45.70%2022
2022
51.24%2021
2021
43.09%2020
2020
48.85%2019
2019
-22.89%2018
2018
80.03%2017
2017
-54.24%2016
2016
53.32%2015
2015
224.70%2014
2014
224.7%0%-224.7%
Discussions
George Thomson
George Thomson
Portugal
19d
Monthly Portfolio Update - July 2026 July so far is at -3.36%, taking us to 11.31% for the year. The big story this month was on the equity side. Last month I wrote that our memory names had been phenomenal, but that I sensed the start of some rotation and was watching closely. That rotation arrived,... Show More
George Thomson
George Thomson
Portugal
1mo
Monthly Portfolio Update - June 2026 June was a difficult month. The portfolio gave back around 16%, which follows a 31% gain in May and leaves us up roughly 12% for the year so far. When you run a concentrated, high conviction book, volatility works in both directions, and some give back after that... Show More
George Thomson
George Thomson
Portugal
2mo
Monthly Portfolio Update - May 2026 May was an exceptional month. The portfolio returned close to 20%, taking us to roughly 23% year to date. The story behind that number is simple. The Hyperliquid thesis I have built this position around is no longer a forecast. It is playing out in real time, and... Show More
George Thomson
George Thomson
Portugal
3mo
Monthly Portfolio Update - April 2026 Hyperliquid $HYPE remains our highest conviction position. After bottoming around $ 21 in late January, the token has more than doubled, retesting $ 45 in April, and is still one of the strongest performing assets in the crypto top 15. Importantly, several of the... Show More
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HYPE
Hyperliquid
54.43
-0.64 (-1.16%)
George Thomson
George Thomson
Portugal
4mo
Monthly Portfolio Update — March 2026 Hyperliquid HYPE has been the standout performer this month in a rough stretch for crypto. While the broader market has struggled, HYPE is up over 70% year to date and remains the best performing top-10 asset in the space. My conviction here has only grown. Two... Show More
George Thomson
George Thomson
Portugal
5mo
Portfolio Update - February 2026 Total value: $ 97,150 Monthly performance: -12.02 % YTD performance: -9.93 % 2Y performance: +32.96 % Total AUC: $ 8.11M Total copiers: 4187 Avg copy amount: $ 1,937 Allocations and performance: Cryptocurrencies (78.82% of portfolio) $HYPE 28.99% Bitcoin: 18.20% ETH:... Show More
George Thomson
George Thomson
Portugal
6mo
Portfolio Update - January 2026 Total value: $ 120,150 Monthly performance: +8.86 % YTD performance: +8.86 % 2Y performance: +60.68 % Total AUC: $ 9.78 M Total copiers: 4,339 Avg copy amount: $ 2,253 Allocations and performance: Cryptocurrencies (77.52% of portfolio) Bitcoin:20.31% HYPE: 18.41% ETH:... Show More
George Thomson
George Thomson
Portugal
7mo
Portfolio Update - December 2025 Total value: $ 111,150 Monthly performance: -1.50 % YTD performance: -7.57 % 2Y performance: +158.9 % Total AUC: $ 9.6 M Total copiers: 4,586 Avg copy amount: $ 2,093 Allocations and performance: Cryptocurrencies ( 74.62% of portfolio) Bitcoin: 22.88% ETH: 14.65% Solana:... Show More
George Thomson
George Thomson
Portugal
8mo
Portfolio Update - November 2025 Total value: $ 114,325 Monthly performance: -20.31 % YTD performance: -5.14 % 2Y performance: +165.73 % Total AUC: $ 9.98M Total copiers: 4682 Avg copy amount: $ 2,132 Allocations and performance: Cryptocurrencies ( 76.6% of portfolio) Asset: % of portfolio | October... Show More
George Thomson
George Thomson
Portugal
9mo
Crypto Market Update Needless to say, the last few weeks have had terrible sentiment broadly speaking, but especially in crypto. Let's take a look at the facts: Bitcoin is currently down 30% from its high of $ 126,000. In my opinion there are a couple of main reasons for this: 1. For those... Show More

About George Thomson
Portugal
Strategy: Growth

Investing in tech that will shape our future. 30.1% annualized return for 2014 - present
Show Full Bio
3.7K Copiers
240.8K Followers

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