Portfolio management
Portfolio management is a critical practice aimed at optimizing returns and minimizing risks for investors while maintaining a diversified portfolio of assets.
The role of a portfolio manager encompasses various tasks, such as assessing risk and return dynamics, adjusting strategies in response to market changes, and aligning investments with the client's goals.
By striking a delicate balance between risk and return, portfolio managers aim to achieve long-term financial growth for their clients.
This management process entails making decisions regarding which investments to retain, when to rebalance, add or remove currencies, determining the allocation of funds to each, and when to make Dollar-Cost Averaging (DCA) contributions to the entire portfolio or to specific currencies.
It's important to note that any changes made to the portfolio managed by a portfolio manager will be mirrored in the portfolios of the followers who have opted to replicate the manager's activities.
It is imperative to maintain a USDT balance within the SPOT account
In this article:
Portfolio manager actions
After creating a portfolio, the manager can invite members, edit (manage coins and rebalance), change investments, schedule contributions and remove a portfolio.
- Invite members: generate a link and invite your community.
- Edit: update the portfolio by adding/removing coins and rebalancing allocations for each one.
To maintain the desired asset allocation and risk profile, portfolio managers periodically rebalance the portfolio by adjusting the portfolio's holdings by buying or selling assets to ensure they remain aligned with the investment strategy.
Distribute the values evenly or edit manually. When retaining proportions, you can lock dimensions from changing. - Modify portfolio investment: increment or decrease the amount allocated to your portfolio and the new reallocation will be properly distributed among the existing coins.
- Schedule: schedule your investment increase weekly or monthly.
Choose the frequency and the amount to buy. - Remove: make sure you sell the assets before proceeding as Anny will not automatically sell any assets when you click "remove".
- Edit a specific coin: check statistics, buy or sell a specific asset.
Portfolio follower actions
Follow a Portfolio: visit this link for a tutorial.
The follower of a portfolio does not have the same level of autonomy as the leader, but maintains control over his own portfolio in terms of investment allocation and what actions they permit or restrict the leader from executing, such as rebalancing and contributions.
They have the flexibility to adjust investments, schedule contributions, and opt to remove a portfolio at any time.
As a portfolio follower, you can't buy or sell any specific coin.
- Portfolio manager permissions: the follower is in control and can choose to leave changes turned off, be notified only, or authorize the execution.
- Portfolio changes
Add, remove and rebalance portfolio assets - Budget changes
Increase or decrease the overall portfolio budget.
- Portfolio changes
- Change investment: increment or decrease the amount allocated to your portfolio and the new reallocation will be properly distributed among the existing coins.
- Schedule: schedule your investment increase weekly or monthly.
Choose the frequency and the amount to buy. - Remove: make sure you sell the assets before proceeding as Anny will not automatically sell any assets when you click "remove".
Additional Resources
- To learn how to create a portfolio click here.
- Avoid Stop loss and link your strategy to your portfolio. To learn more click here.
- In order to understand the rules applied when rebalancing a portfolio, click here.