PORTFOLIO
«Altseason — Invite Only»
CRYPTO CAMP ACADEMY
NOTES
LINKS
HOMEWORK
Asset allocation in a portfolio
Where to manage a portfolio (links and video overview)
Your crypto portfolio should be properly balanced according to your goals and risk levels. Dividing assets helps minimize risks and optimize profits. Once your portfolio is wisely allocated into categories, you won’t end up overexposing yourself by spending half your deposit on meme coins.
At the same time, since we entered this market to make money, we won’t blindly buy only the most fundamental assets—we’ll leave room for potential big gains. Let’s go!
Andrew Kabatov
ASSET ALLOCATION IN THE PORTFOLIO
🔹 Your entire crypto deposit can be divided into two parts:

Model

Investment Deposit (Long-term)

Trading Deposit (Active Trading)

80/20

80%

20%

70/30

70%

30%

60/40

60%

40%



⚠ Important:
The smaller your trading deposit, the lower the risks, but also the fewer opportunities for quick profits.
  • The larger your trading deposit, the higher the risks, since active trading can lead to losses.
Investment Deposit (70–80%) – Long-term Assets
✅ Stored in a cold wallet or other secure locations (not on an exchange).
✅ Consists of fundamentally strong assets (ETH, top L1/L2/L0 blockchains, strong infrastructure projects).
✅ Bought for the long term (from 6 months up to 3+ years).
✅ Main rule – do not sell during panic and buy more on corrections.

📌 Which assets are included?
  • 10–30% BTC or ETH – fundamental assets
  • 20–30% L0/L1/L2 blockchains
  • 10–20% promising DeFi and AI tokens
  • Up to 10% higher-risk altcoins with high potential

⚠ Should not be included in the investment deposit:
  • Meme coins / junk coins
  • Hype narratives
  • Assets with high inflation and no fundamentals
Trading Deposit (20–30%) – Short-term Trading
✅ Stored on an exchange for active trading (or part of it, possibly with leverage).
✅ Can include spot and futures trading.
✅ Used for short-term trades lasting 5 days – 1 month.
✅ Allows for quick profits, but also carries high risk of losses. The goal on this deposit is ~10%/month.

📌 Which assets are suitable for trading?
  • Highly volatile altcoins
  • Trending tokens
  • Futures and margin trading (only with strict risk limits!)

⚠ Main rule:
The trading deposit can be lost! Do not invest more than you are ready to lose.
Risks should be limited – no more than 1–2% of the deposit per trade.

WHERE TO TRACK YOUR ASSETS?
Why is it important to track your assets?
  • Allows you to monitor your portfolio balance and its performance.
  • Helps optimize allocation (avoiding overweight in a single asset).
  • Gives the ability to analyze trade profitability and eliminate mistakes.
This is extremely important because exchanges won’t show all your trades, and you could lose real statistics on your assets!
It’s recommended to create two portfolios: one for your trading deposit and another for investment holdings.
Also, on the trading deposit portfolio, you won’t be able to fully track futures trades, but you can add gains/losses in $ equivalent. For futures, we will also keep a trader’s journal, which we’ll cover later.

Cold wallets are recommended to stay disconnected from anything.
CoinStats
DropsTab
Сoinmarketcap
1
Choose a portfolio tracker app that you’ll use, create an account, and get familiar with the interface. It’s better to create two portfolios: one for your investment deposit and one for your trading deposit.
You can already add assets to the app if you’ve purchased any.
Made on
Tilda