Hi, i just started today my DCA in this portfolio for the next halving. My thesis is something that i saw the past two halvings that i knewed but i just droped thinking in make the biggest x100 that never happend. The thesis: 'Real Bussines with real incomes will capture the value in the next halving'.
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My focus is in exchanges, at the end of the day the trading and volume in trashcoins or others normal coins generate money for the exchanges, and BTC is to have a safe. The portfolio:
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BTC 25% || BITX (ETF x2)
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BNB 20% || XBNB (ETF x2)
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BGB 20%
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HYPE 15%
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OKB 10%
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SOL 10% || SOLT (ETF x2)
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I don't target a x100 or x10 only with a x2-x3 for me will be enaf.
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Please review my portfolio or tell me the risks that i am not seeing.