An actively managed crypto portfolio focused on momentum signals and risk-adjusted exposure to high-conviction digital assets.
- Client : Julian Ruiz Jr
- Duration : 3 Months
- Year : 2024
- Tags : crypto-portfolio , momentum , altcoins , staking
- Website : Julians Portal
Crypto Momentum Portfolio — Capturing Cyclical Upswings
Executive Summary
This portfolio used momentum indicators, on-chain metrics, and macro signals to allocate across BTC, ETH, and select altcoins, taking profits into stablecoins at key resistance levels.
Strategy and Process
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Core (50%): BTC/ETH for long-term appreciation.
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Momentum (30%): Shorter-duration altcoin trades based on volume and sentiment.
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Yield (10%): Select staking and DeFi positions for income.
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Reserve (10%): Stablecoin liquidity to buy dips.
Risk Controls and Security
Strict position caps per project, multi-custody guidance, and daily monitoring to react to fast market moves.
Results
The portfolio outperformed a simple BTC-only hold during volatile rallies because of tactical altcoin exposure and disciplined profit-taking.