How to setup a Cryptocurrency Investment Portfolio the right way.

Setup Investment Portfolio

This document contains an analysis of a potential client’s (PC) Cryptocurrency portfolio and some recommendations for improving the portfolio using recognized optimization strategies with a view to maximize returns and reducing risks, known as the Sharpe ratio. Also we look at Correlation - the relationship between asset returns to determine diversification. We have assumed the Potential client’s (PC's) time horizon is a minimum of 2 to 5 years and that they are not yet fully invested in Cryptocurrencies. Also, we have assumed a PC is supportive of extreme risk compared to other traditional assets she/he may hold. We are unable to do a total wealth allocation, thus we are only looking at the Cryptocurrency investments of a PC with recommendations for further call to actions to minimize the PC ’s overall risk in this "Cryptocurrency asset class" and to increase the PC ’s overall risk adjusted returns. The analysis looks at a Dummy portfolio and it compares it to Esoteric Trading Solutions Portfolio to see how the risk adjusted returns did on each portfolio. Then it looks at risks and how to improve your returns with a Call to action of what the client should do to minimize risks and increase returns.