final thing
considering what you own and did own, and this is an opinion only, it seems illogical to worry overly much what’s happening short-term - less than a year or even two.
You’ve got a lot of speculative names there (speculative in terms of valuation, lack of profits, or simply volatile industries - as you know already) but most with really, really strong balance sheets so the valuations are going to be based on things perhaps other than earnings. In other words, your stuff is going to be extraordinary volatile, both up and down, especially measured over quarters vs. years.
Whether this leads to long-term success is up to you (your portfolio would absolutely kill me which is my problem but every investor must know their own risk tolerance) but clearly there won’t be a smooth ride there - my guess is you will experience huge highs and lows, hopefully more highs
just one guy’s opinion…