Managed Portfolios

A diversified basket of large-cap digital assets around a stablecoin core, allocated and rebalanced by our desk. You pick the risk tier. We do the rest and show you every move.

Spot onlyNo leverage in any tier
Scheduled rebalancingBack to target on a fixed cadence
Performance share onlyAbove high-water mark
The product

Owning the market without picking winners

Most crypto losses do not come from Bitcoin falling. They come from concentrating in one token, buying after the move, and selling at the bottom. A managed portfolio removes all three habits by design.

Your USDT is converted into a basket of liquid, large-cap assets at target weights set by the tier you choose. A stablecoin buffer stays in reserve. On a fixed schedule we rebalance: trimming what has run ahead and adding to what has lagged, which systematically sells high and buys low without anyone having to predict anything.

Results are reported in USDT terms in your dashboard, with the live allocation, the last rebalance and the current drawdown all visible.

What a managed portfolio is not

It is not a fixed-return plan, not a savings account, and not a hedge against a crypto bear market. Its value moves with the assets it holds, cushioned, not protected, by the stablecoin share.

Universe and rules
  • Large caps onlyAssets must meet minimum liquidity and listing criteria across major venues.
  • Single-asset capNo asset other than BTC and ETH may exceed a fixed share of the book.
  • Stablecoin bufferHeld in USDT, sized by tier, redeployed on rebalance days.
  • Drawdown limitIf the book falls past its tier limit, risk assets are reduced and the desk reviews before re-entry.
  • No leverage, no lendingPortfolio assets are never lent out or used as collateral.
Risk tiers

Three tiers, one method

The method is identical across tiers. What changes is the size of the stablecoin buffer, the single-asset caps and the drawdown limit that triggers de-risking.

Tier 1

Conservative

For members who want exposure with the smallest swings.
  • Stablecoin buffer: largest of the three
  • BTC and ETH dominate the risk sleeve
  • Tightest drawdown limit
  • Quarterly rebalancing
Start with Conservative
Tier 3

Growth

Maximum exposure within the rules. Expect the largest swings in both directions.
  • Smallest stablecoin buffer
  • Widest large-cap sleeve
  • Widest drawdown limit
  • Monthly rebalancing
Start with Growth

Allocation bars are illustrative target weights. Live weights, minimum allocation per tier and the current performance-share percentage are shown in your dashboard before you confirm.

A rebalance, step by step
1

Measure drift

On the scheduled day, each asset's live weight is compared with its target. Anything outside its tolerance band is flagged.

2

Trim the leaders

Assets above target are sold down to target. Proceeds go into the stablecoin buffer first.

3

Top up the laggards

Assets below target are bought back up to target from the buffer, restoring the intended risk mix.

4

Log and report

Every trade is recorded. Your dashboard shows the new weights, and the monthly note explains what moved and why.

Why it works

Discipline you do not have to supply yourself

Rebalancing forces the two decisions people find hardest: taking profit in something that is still going up, and adding to something that has fallen.

Over a full cycle that behaviour is what separates a portfolio from a collection of guesses. It does not beat a single asset that goes vertical, and it is not meant to. It is meant to still be standing, and still diversified, after the asset that went vertical comes back down.

The drawdown limit is the second safeguard. It is not a prediction tool; it is a pre-agreed point at which the book stops arguing with the market.

Getting allocated

From deposit to first rebalance

Fund in USDT

Send USDT on BEP20, ERC20 or Polygon to your dashboard deposit address and submit the hash. The credit is confirmed on-chain.

Choose a tier

Review the live target weights, the drawdown limit and the performance share for each tier, then confirm the amount to allocate.

Conversion

Your USDT is converted into the basket at the next allocation window. The buffer portion stays in USDT.

Track and rebalance

Watch weights, value and drawdown live. On rebalance days the book is brought back to target and the note lands in your inbox.

Questions

About managed portfolios

Yes. A withdrawal request sells your share of the basket pro rata at the next processing window and credits USDT to your wallet. There is no lock-in. Be aware that withdrawing during a drawdown converts a paper loss into a realised one.

Yes, from the dashboard. The switch takes effect at the next allocation window, when the basket is adjusted to the new tier's targets. Frequent switching defeats the purpose of the method, so we show you how long you have been in the current tier before you confirm.

Only on gains above your portfolio's previous highest value, measured in USDT. If the book falls and then recovers to where it was, no fee is taken on the recovery. The percentage for each tier is shown in the dashboard and in the Terms of Service.

Your allocation entitles you to the USDT value of your share of the basket. The assets themselves are held in Vadix custody wallets, with the majority in multi-signature cold storage. If you want to hold the coins directly in your own wallet, the Trader Desk product is the better fit.

Risk assets are reduced and the proceeds move into the stablecoin buffer. The desk then reviews market conditions before re-entering, in stages. You are notified when the limit triggers and again when re-entry begins. The limit protects against catastrophe, not against loss; your value will already have fallen to reach it.

Managed portfolios

See the live tier figures in your dashboard

Target weights, drawdown limits and the performance share are all shown before you allocate anything.