2Mês·

Adjusting the balance

I used the holidays to adjust the balance in my portfolio somewhat. Previously, I had a 1:1 ratio of BTC to ETH. Due to the developments in the USA, I expect BTC to perform better than ETH and have adjusted the ratio to 3:1 (sell ETH and buy BTC).

In total, BTC and ETH account for 22% of my portfolio.

27.12

Ethereum

Vendido em € 3.202,00

6 Comentários

Ph1l1pp@Ph1l1pp

2Mês

Historical data (without subjective evaluation): ETH had the best performing month in Q1 and at the same time always outperformed Bitcoin massively. The ETH/BTC chart is also at a low point

Interpretation is up to you 🤷🏻‍♂️

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Maximilian@Max095

2Mês

@Ph1l1pp I would like to invest another 10k in $RENDER. It hasn't been available from my broker yet. Do you think it would still be worthwhile? I would just have to accept the taxes.

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Ph1l1pp@Ph1l1pp

2Mês

@Max095 I am not personally invested in Render. Even though it is one of the leading AI projects, Render has already achieved a 10x increase since September, which would speak against an investment for me.

Instead, I would spread the 10k over several projects, for example in a project that still has potential in terms of chart technology (my picks: Avax, ETH, Tao) and the rest in projects where I am fundamentally convinced (for me: Sol, Sui)

As long as you don't have any altcoin positions yet, I would invest 30% now, use 40% as DCA to set limit orders and the remaining 30% to buy more in case of possible FUD - of course depends strongly on your cash reserve, risk appetite etc.

As long as we don't see a "sell the news" event with the inauguration of Trump and the labor market data + inflation cool down a bit, I rate Q1 extremely positive for altcoins

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David@davidk3112

2Mês

Selling ETH now even though it has not yet run through before the old season is quite daring in my opinion.

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SCHLiCHTE_capital@SCHLiCHTE_capital

2Mês

@davidk3112 When should the old season come? It's long overdue. Maybe you should see if the horse you're riding is still alive.

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David@davidk3112

2Mês

@SCHLiCHTE_capital Q1 2025 should push ETH, paper hands are shaken out

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