Precision & Aptitude: Foundation of a successful portfolio

There are myriad elements that need to be considered when creating an investment portfolio. Risk is involved in each and every step, throughout the entire lifetime of the portfolio.

Considering this, it calls for thorough decision making with accurate calculations alongside technical expertise, and CEO of Marto Capital, Katina Stefanova, knows this better than most.

Revamping the assets

With the onset of technological advancements and blockchain, cryptocurrency is on the boom. Due to increased awareness and inclination towards digital assets such as DeFi (decentralized finance) products and Non Fungible Tokens (NFTs), there is an influx of investors, small and large, towards the crypto market place.

Investors from all walks of life are shifting the paradigm of typical portfolio investments – cryptocurrencies such as Bitcoin (BTC), Dogecoin (DOGE), Ethereum (ETH), Tether (USDT), Cardano (ADA), BinanceCoin (BNB), Ripple (XRP), USD Coin (USDC), Polkadot (DOT), and Uniswap (UNI) are becoming a part of investment options.

When we look back a few years, this was not the case, and investors were skeptical about investing in these digital assets. There were only a handful of experts/advisors that were willing to take risks and trust their intuition, Stefanova being one of them. When everyone was betting against cryptocurrency, especially BTC, Stefanova added the digital asset in her portfolio, and this turned out to be fruitful.

Even though BTC dipped for a while, it reached an all-time high of $68,521 on 5th of November, 2021. Back in 2017, Stefanova got a lot of flak for constantly focusing on cryptocurrency. Media and other investing giants were against investing in Bitcoin due to the volatility involved and a steep drop in its price. Little did they know, it will turn out to be one of the highest returning assets in 2021.

If you invested $1000 in BTC back in 2017 when it reached $10,000 – you will have 10 BTC – which would be equal to $680,000 when it reached its all-time high in November of 2021.

The hedge fund’s CEO and former Bridgewater’s star employee did not make the decision of pouring money in cryptocurrency out of sheer luck, a lot of research had gone into understanding the technicalities, complexities, and the nuances of Bitcoin and other digital assets.

Before investing in cryptocurrency, Stefanova put a lot of efforts in understanding the entire blockchain technology, its security and applications, before coming up with the decision to invest in the asset.   

Such decisions take years of experience in managing financial portfolios and the right resolve to go against all odds. This is why one should always be careful when choosing an investment company because not everyone has the mindset, grind, and financial know-how of taking calculated risks.   

Diversification and the future

It is important to take out profits every now and then, no matter where you have invested. Be it stocks, equities, bonds, or cryptocurrency – it is advisable to play it safe. When creating a portfolio, all your eggs should not be in one basket. The portfolio should be diversified, allowing you to spread your risk so that if one asset goes down, others can cover up for the losses.

Putting faith in the ability to make wise decisions, a lot of investors have trusted their funds and investments with Stefanova. With her analytical skills and extensive experience, the CEO has been able to attract investments as well as create customized portfolios for a number of clients.

The fundamental factor Stefanova focuses on is limiting the downside risk of her clients while maintaining maximum profits/returns. All the assets get maximum exposure to calculated risks but all aligned with the client’s objectives. These risks are taken on the basis of multiple market signals.

These signals are based on news, technical analysis, but keeping in mind the technological advancements, Stefanova also uses Artificial Intelligence (AI) to keep everything as accurate as possible. Her team consists of the financial industry veterans that have a combined experience of over 150+ years in investment and over 80+ years in technology.

With the help of this expansive experience, Marto Capital has been able to tap into various fields and industries, gaining insight in every aspect of the market place. This allows investments in lucrative opportunities, benefiting the organization as well as the clients.

The future of investment opportunities is fruitful, with increasing financial products and digital assets on the horizon – investors are looking to add better assets in their portfolios. Blockchain has enabled investors from all walks of life to reap the benefits of cryptocurrencies.

There is a plethora of smart opportunities that allow hedge funds and investors alike to earn huge profits in a short amount of time. This is only possible if smart choices are made at the right time, with proper signals. Stefanova’s Marto Capital has been able to attract various investments from multiple investors with the help of its strategically impactful financial campaigns and calculated risk exposures.

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