Crypto-Growth-Portfolio — Technology and Innovation Focus
Executive Summary

This portfolio targeted high-growth tech companies across AI, cloud, and semiconductors. It combined core long-term holds with tactical momentum positions.

Objectives

• Outperform the benchmark by focusing on secular growth themes.

• Maintain drawdown controls using trailing stops and hedges.

Allocation and Rationale

• Core (60%): Large-cap tech leaders with durable moats.

• Tactical (30%): Mid-cap, high-growth names for upside capture.

• Hedge/Cash (10%): Options and cash to reduce volatility.

Outcomes and Lessons

Delivered above-benchmark returns in the period with max drawdown controlled through systematic risk management. Key lesson: disciplined sizing and pre-defined exit rules preserved gains.