Portfolio Building & Risk

    Module 5 of 18 · Smart Investor

    Portfolio Building & Risk

    Build a structured, risk-managed crypto portfolio using core-satellite model, position caps, rebalancing rules, and a written portfolio thesis.

    • 3 lessons
    • 50 min
    • 2 videos
    • 3 quizzes

    Lessons

    3 lessons · 50 min
    1. Your Role and Your Split: Core, Satellite, and What Each Is ForDefine your capital objective and separate your capital into distinct buckets with different rules.16 minVideoQuizStart
    2. How Much of Each: Caps, Cash, and How You Buy InSet position caps and understand why correlated assets don't provide real diversification.16 minVideoQuiz
    3. Keeping It Alive: Rebalancing, Review, and Your Written ThesisUnderstand two rebalancing methods and when (and when not) to use each.18 minQuizcheckpoint