— Core sleeve
Build the base before the bets. A common split: most of the sleeve in large, liquid names, a capped slice in satellites, a stable reserve you do not touch for speculation. If ten coins all move with Bitcoin, that is one position.
— DCA
Same amount. Same day. No mood filter. Fixed DCA spreads entries across weeks. Smart DCA only helps if the rule is written in advance. Adding size because the chart “looks cheap” is still timing.
— Rebalance
Drift is the silent risk. Review quarterly, or when a weight moves about 15% off target. Trim what ran. Refill what lagged. The point is the band, not the headline.
— Risk rules
No leverage on the investment book. Position caps on alts. One theme cannot be the whole book. Security is part of the plan: 2FA, withdrawal allow-list, no seed phrase in chat.
Build the base before the bets. A common split: most of the sleeve in large, liquid names, a capped slice in satellites, a stable reserve you do not touch for speculation. If ten coins all move with Bitcoin, that is one position.
— DCA
Same amount. Same day. No mood filter. Fixed DCA spreads entries across weeks. Smart DCA only helps if the rule is written in advance. Adding size because the chart “looks cheap” is still timing.
— Rebalance
Drift is the silent risk. Review quarterly, or when a weight moves about 15% off target. Trim what ran. Refill what lagged. The point is the band, not the headline.
— Risk rules
No leverage on the investment book. Position caps on alts. One theme cannot be the whole book. Security is part of the plan: 2FA, withdrawal allow-list, no seed phrase in chat.