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Level: Intermediate

Portfolio Management

Building and managing a crypto portfolio with long-term thinking. Asset allocation, rebalancing, tax-efficient strategies for Italy, and knowing when to take profits.

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Portfolio Management
9h
Hours
26
Lessons
Intermediate
Level
€219.30
Price

Most crypto investors have a collection of coins rather than a portfolio. There is a significant difference. A portfolio has intentional allocation, a rebalancing strategy, a risk management framework, and a clear reason for every position.

This course teaches you to build and manage crypto holdings the way a serious investor would, not the way a speculator does. We cover how to allocate across different categories of crypto assets, how to rebalance without triggering unnecessary tax events, how to take profits systematically rather than emotionally, and how to think about crypto as one component of a broader financial picture.

The Italian tax section is specific to the Italian regulatory environment for crypto assets. We cover how gains are treated, what records you need to keep, and how to structure your activity to stay within the rules. This is not legal advice, but it gives you the right questions to ask your tax professional.

What you will learn

Module 1: Portfolio Design
Asset categories in crypto
Correlation between assets
Target allocation frameworks
Concentration risk
Module 2: Position Sizing
How much to allocate to each asset
Entry strategies
DCA vs lump sum
Building positions over time
Module 3: Rebalancing
When and how to rebalance
Tax-efficient rebalancing
Using new capital vs selling
Tracking drift
Module 4: Profit Taking
Systematic profit-taking strategies
How to set targets
Partial sells vs full exits
Reinvestment decisions
Module 5: Italian Tax Context
How Italy taxes crypto gains
Record keeping requirements
Tools for tax calculation
Questions to ask your accountant
Module 6: Long-term Framework
Setting financial goals
Portfolio review process
Adjusting as the market matures
When to simplify

What is included

26 video lessons
9 hours of content
Portfolio tracker template
Rebalancing calculator
Community access
Certificate
Lifetime access

Delivery: Immediate access on purchase.

Student feedback

"The portfolio management course changed my entire approach. I had been chasing individual coins. Now I have an actual allocation framework and a process for reviewing it quarterly."

Marco R., Milano

Educational content only. Cryptocurrency investment involves significant risk of loss. Past performance does not guarantee future results. Nothing in this course constitutes financial advice.

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Immediate access after purchase. Lifetime access. Self-paced.

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