1Ano·

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.

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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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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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@davidk3112 When should the old season come? It's long overdue. Maybe you should see if the horse you're riding is still alive.
@SCHLiCHTE_capital Q1 2025 should push ETH, paper hands are shaken out
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