Portfolio
Collection of financial assets held by an investor.
Beginner-friendly explanation
A portfolio is the total of what you own in crypto (or other investments). It can include Bitcoin, altcoins, stablecoins, or even cash. It’s like a “basket” of investments. Example: Your portfolio includes: 0.5 BTC, 2 ETH, 1,000 USDT. Its total value depends on the market price at any given time.
Intermediate-level insight
A portfolio can be structured according to goals (growth, income, stability). You need to track: total value (in fiat equivalent), performance of each asset, relative weighting of each position. It’s a core tool to monitor your holdings and adjust decisions. Example: Your portfolio changes: BTC goes up 20%, ETH drops 10%, stablecoins remain flat. You analyze performance to decide whether to make adjustments.
Advanced perspective
The portfolio is also an object of analysis: composition should account for cross-asset correlations, both systematic and specific risks must be identified, tracking sensitivity to macroeconomic conditions is crucial (rates, inflation, liquidity). Some automated tools integrate these metrics to optimize active or passive management. Example: An investor monitors the crypto portfolio’s VaR, including BTC-ETH correlation, to adjust leverage and reduce overall volatility.
Trading Strategies
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