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KeyLITE

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KeyLITE is an analysis of your crypto portfolio that aims to help you find the risks associated to your investment decisions. It's meant for those who have already a portfolio created, and they are looking for a straightforward and neutral portfolio assessment. 

Doing an investment portfolio analysis is the financial equivalent of getting your medical check-up. It's the best way to optimize performance and avoid big problems.

Portfolio analysis will often result in lower risks by working on the consistency between the final objectives of the investor and the degree of risk of the portfolio. In other words, it improves the chances of success. 

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We will start working together by compiling the list of all assets in your portfolio and their quantities. Then, we will assess the distribution of assets to ensure we get a balanced portfolio, giving a particular attention to:

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  • Performance Evaluation

    • Based on historical performance, returns and volatility.

  • Risk Assessment 

    • Analyzing the risk profile by critical elements and external influences.

  • Adjustment Planning 

    • Based on the assessment, to align with goals and risk tolerance.

  • Optimization

    • Assessing the future potential of each asset considering key factors

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