I find it helpful to try and get my investment rationale into as few words as possible. Ideally I would review these (along with my investment theses) from time to time to determine if I should increase, maintain, or decrease a position.
As you can see, my portfolio has been steadily expanding, though BTC + ETH still remains ~70% of my holdings.
Great list, now just add PIVX and HODL! :p
Hello Kevin, your blog has helped my investment process and I have increased my allocations to XCP, ANS, FCT and LTC which has improved my returns. I like how you deconstruct the core investment thesis into concise principles.