Hey @Cryptographic, quick portfolio strategy question for you while the fire sale is on. Do you include your cold storage (LT cap gains hodl stuff) when calculating your rebalancing?
Part of the point of going cold with them is to get them out-of-mind, but realistically they’re still a held asset so it seems...dishonest...to not consider them in a proper calculation of my risk/allocations.
I could mentally run multiple portfolios (cold storage, “real portfolio”, spec day-trades), but even that’s still just mental trickery since they’re all under the umbrella of “my assets”.
Everything is balanced and weighted, from what can be used for short term specs to the other end of the spectrum, i.e. long term conservative retirement investments, to everything in between.
Downvoting a post can decrease pending rewards and make it less visible. Common reasons:
Submit