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    How to create and configure my own portfolio?

    Note: If you have not purchased a J’JO subscription, creating your own portfolios and indices is not available.

    Advanced J'JO functionality, designed for more experienced investors, allows for the easy creation of custom investment strategies: including any number of cryptocurrencies in an index, adjusting asset weights and rebalancing conditions. Moreover, backtesting is available to compare the performance of created indexes/portfolios among themselves and against major cryptocurrencies based on historical data.

    The minimum amount to create your own portfolio can be less than $50, depending on the number of coins selected.

    The portfolio consists of cryptocurrencies selected by you and rebalances them according to the specified settings — unlike an index, a portfolio does not remove or add new cryptocurrencies.

    Here's how to set it up:

    1) Go to your personal account -> Portfolios -> Create portfolio. Enter the name of the portfolio and click on the "Configure" button.

    2) Choose the cryptocurrencies you want to add to your portfolio (the list of coins you can choose from depends on your exchange). You can select from one to all of the available coins.

    3) After selecting the assets, set their percentage allocation. You can choose between two options: equal weight and manual.

    Equal Weight - is a percentage distribution of assets where each cryptocurrency has the same weight in the index. This means that each coin is represented in the index with an equal percentage share, making it much easier to track its performance.

    Example:

    If you have 10 cryptocurrencies in your index, dividing 100% by 10 gives a 10% share for each coin.

    In this case, you cannot change the percentage manually.

    Manual means that you set the percentages yourself. There's no need to add up the percentages on a calculator, J'JO will adjust the percentage ratios automatically. If necessary, use the lock to prevent J'JO from automatically adjusting the percentages.

    4) Configure the rebalancing conditions.

    Rebalancing is a forced adjustment of the percentage distribution of your portfolio according to the previously set settings.

    You can read more detailed information about rebalancing in this article "Rebalancing: what it means".

    "Don't rebalance" means that J'JO will not buy or sell cryptocurrencies in your portfolio. The portfolio will be launched according to the selected percentages, but the asset percentage allocation will change organically over time: some coins will rise while others will fall.

    5) After setting up the rebalancing, click the "Create" button.

    Congratulations! You have successfully created your portfolio!

    Now you can compare it with other portfolios or invest in it directly in one of the cryptocurrencies of your choice — BTC/USDT/ETH. The first rebalancing will take no more than 30 minutes.

    Still have questions?