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Analysis of your $47,823.56 across 8 holdings · last run 14 minutes ago
Weighted across six factors
Solid returns, but concentration and correlation are holding the score back. Addressing BTC overweight would lift this to roughly 78.
Fair band spans 60–74. Reaching Good requires 75.
What is helping and what is not
+25.2% all-time, comfortably ahead of a BTC-only benchmark.
Sharpe of 1.42 — returns are not coming purely from risk-taking.
0.145% effective fee rate, helped by a 68% maker ratio.
Eight holdings, but 0.61 average correlation between them.
BTC at 42% against a 35% target — the largest drag on the score.
Last rebalanced 94 days ago; drift has reached 6.4%.
Compared against 4,280 portfolios of similar size and asset count.
Ranked by impact on your health score
Reduce Bitcoin concentration
BTC is 42% of the portfolio against your 35% target. Trimming 0.0496 BTC brings it back in line and frees roughly $3,347 to redeploy.
Sell 0.0496 BTC
≈ $3,347
Exit the XRP position
Down 12.5% with deteriorating structure, and it is your only holding the models rate as Sell. Closing also harvests a $547 loss against realised gains.
Sell 6,220 XRP
≈ $3,819
Add an uncorrelated asset
Your holdings average 0.61 correlation. Adding exposure outside the L1 cluster would improve genuine diversification rather than just position count.
Increase LINK weight
to 6%
Set a rebalance schedule
You last rebalanced 94 days ago and drift has reached 6.4%. A quarterly cadence keeps allocation close to target without over-trading.
Consolidate dust positions
ATOM and AVAX together account for 2% of the portfolio. Small positions add tracking overhead without meaningfully affecting returns.
2 small positions
≈ $971
If you act on everything
Acting on all five recommendations lifts your health score from 68 to an estimated 91, mostly by resolving the concentration and correlation drags.
Allocation the models would prefer
Volatility
−18%
Correlation
0.61 → 0.48
Expected return
Unchanged
Health score
68 → 91
Where your portfolio sits
Your portfolio sits below the frontier: the same 25.2% return is reachable at roughly 18% less volatility by rebalancing toward the optimised weights.
