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Creating Long-term Portfolios with Crypto-Assets + Portfolio Optimization using Python

What you will learn

Classification of Crypto-Assets from an asset-allocation perspective

Different Blockchain-based business models and how crypto-assets create value.

Basics of Asset Allocation and Portfolio Management

Portfolio Optimization with Python + Downloadable Code

Description

Note 1: This is not a tutorial on how to invest in crypto-assets, does not contain a tutorial on account creation on crypto-exchanges or wallets. This is an intermediate-level course on Investment Analysis and Portfolio Management with Crypto-Assets. Some basic understanding of finance and investment concepts is required for this course.

Note 2: The link to the Python-based Portfolio Optimizer is with lectures 47-49.

The legal structure for crypto-assets is slowly taking shape and more and more people are entering the crypto ecosystem.

As per a Chainanalysis report, crypto adoption among retail inventors grew by 881% in 2021. Adapting to this trend, many companies launched pooled investment products. It seems that the crypto ecosystem is gaining maturity. Although we need to keep in mind that the market capitalization of all crypto-assets (~2 trillion USD as of February 2021) is still very very small compared to the global equity markets ($122 trillion USD as of Q2 of 2021) and Global Bond Markets ($128 trillion USD as of August 2021).


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There is a lot of headroom for growth for crypto-assets as an investment option.

While crypto-assets are slowly being accepted as a viable investment option, it is still very hype-driven and speculative. This means investing in crypto assets can be stressful and may take a lot of your attention. The solution is creating a long-term portfolio for crypto assets that are well balanced and optimized for the risk appetite of an investor. But to do that we have to learn about crypto- asset types from an asset allocation perspective, blockchain-based business models, and the mechanism of portfolio creation.

This course will help you understand these concepts and also will show you a sample portfolio optimization using python.

English
language

Content

Introduction

Introduction

About this Course

Who is this course for?
Course Outline

Why do we need a portfolio strategy for crypto-assets?

Different Goals and Risk Tolerance
Risk Management
Tax Planning

Types of Crypto Assets

Crypto Coins
Stablecoins
Crypto Tokens
NFTs
Tokenization and Tokenized Assets

Blockchain-based Business Models

Intro
How are blockchain-based businesses different?
Structure – Multi-Sided Platforms
Crypto Currencies or Coins
Decentralized Finance
Metaverse
Blockchain Gaming – Play2Earn
Other Businesses

Value Creation by Crypto Assets

How do crypto assets create value?
Token Economics
Holding Distribution
Value Framework

Crypto Asset Active Investing Return

Active Investing Return

Crypto-Asset Passive Investing Returns

Staking
Yield Farming
Asset Management

Risk Sources

Volatility
Regulatory Risks
Counterparty Risk
Other Risks

Transaction Costs

Exchange Fee
Network Fee

Modes of Investing in Crypto-Assets

Direct Investment
Pooled Crypto Investment Products

Portfolio Creation: Defining Investment Goals and Risk Capacity

Investment Goals
Planning an Exit Strategy
Risk capacity and appetite

Portfolio Creation – Asset Allocation

So, what is asset allocation?
Growth Metric
Predictability
Liquidity

Portfolio Creation: Crypto-Asset Allocation

Different Types of Crypto-Assets
Roles of Different Crypto-Assets
Notes

Portfolio Creation: Sample Portfolio Creation

Calculations
Crypto-Assets as an Asset Class
Standalone Crypto-Asset Portfolio
Notes

Thank you

Thank You