Relative performance
1YBitcoinEthereum
01ResearchSources & notes
02AssetsContext & allocation
03StrategiesPlans & review
The workspace.
Personal workspacePreview · Example dataRESEARCH / MARKET NOTEBOOK
Compare the picture.
Allocation review
01 noteYOUSherpaRESEARCH
Compare bitcoin and ethereum.
SherpaRESEARCHStart with the same time range.
Then compare risk and costs.
Comparison note
- Horizon
- 1 year
- Costs
- To review
- Decision
- Open
ASSETS / ALLOCATION REVIEW
See what you hold.
Allocation
3 assets3ASSETS
Holdings
Weight- CashReserve
- 50%
- BitcoinAsset
- 30%
- EthereumAsset
- 20%
Review concentration, liquidity, and risk.
STRATEGIES / PLAN REVIEW
Make the plan clear.
Allocation plan
v01QUESTION
When should I rebalance?
Define the rules before any action.
- Review
- Monthly
- Threshold
- To define
- Limits
- To review
- Execution
- Requires approval
Research → Plan → ReviewYou approve execution.