Investment strategy
How we run your portfolio
A documented strategy instead of daily one-off decisions — and a clear line between what is fixed and what we judge.
The basic idea
Crypto markets are open around the clock and move fast. For private investors this creates a practical problem: every decision is made under time pressure, usually without complete information, and often in reaction to a price move that has already happened.
We do not solve this by reacting faster, but by deciding in advance when a reaction happens at all. The strategy sets out which assets are eligible, how large a single position may become, when adjustments are made and how much liquidity is held. These rules apply regardless of how any single day unfolds.
What this does not produce is a forecast. We do not know how the markets will develop, and the strategy does not rest on any such assumption. It rests on the fact that a rule-based approach is more traceable than a sequence of individual decisions.
The four building blocks
Every concrete portfolio decision follows from these four rules.
Investment universe
Only assets that meet fixed inclusion criteria are eligible at all. At present that is 30 crypto assets.
Weighting
A maximum weight applies to every position. This limits how strongly a single asset can shape the overall result.
Rebalancing
If the actual weighting drifts too far from the target weighting, it is brought back. The trigger is the deviation, not the market situation.
Liquidity share
Part of the assets is not held in crypto, so that adjustments and withdrawals are possible without having to sell at an unfavourable moment.
Rule or judgement?
No strategy is entirely automatic. We say openly where people decide — because that is exactly what you should know before you entrust us with your assets.
Fixed rules
Set in advance and not changed case by case.
- Which assets are eligible at all
- The maximum weight per single position: PLACEHOLDER — This detail is not yet available.
- The trigger for an adjustment: PLACEHOLDER
How an adjustment works
Four steps, each one documented.
- 01
Review
The actual weighting is compared against the target weighting. Interval: PLACEHOLDER — This detail is not yet available..
- 02
Deviation identified
If a position sits outside its band, an adjustment is triggered. Within the band nothing happens — not even when prices swing sharply.
- 03
Execution
The adjustment is executed through the connected trading venues. Reallocations are not billed to you individually.
- 04
Documentation
Trigger, scope and execution are recorded and appear in your report.
Key facts of the strategy
The binding values are set out in the contract documents.
- Investment universe
- {count} crypto assetsSelection criteria: see investment universe
- Maximum weight per position
- PLACEHOLDER — This detail is not yet available.
- Rebalancing trigger
- PLACEHOLDER — This detail is not yet available.
- Review interval
- PLACEHOLDER
Frequently asked questions
Questions about the strategy
Shall we take this off your hands?
Open a portfolio, confirm your identity, deposit — the agents take over from your first deposit.
Crypto assets are highly volatile. Even with professional management, a total loss of the capital invested is possible.