#BullishIPO INVESTMENT PLAN WITH $100, ONLY 4 CRYPTOCURRENCIES, WITH A TERM OF 9 TO 12 MONTHS, MEDIUM EXPERIENCE OF INVESTORS, BINANCE

FOR Venezuela, medium experience, and Binance, while maintaining 9–12 months without adjustment, here is a concise plan with quarterly rebalancing plan:

BUDGET DISTRIBUTION of $100:

BTC: 25% ≈ $25

ETH: 25% ≈ $25

SOL: 20% ≈ $20

MATIC: 30% ≈ $30

Specific notes for Venezuela and Binance:

Activate 2FA and use a secondary wallet for secure storage of keys/seeds.

Check withdrawal costs, limits, and availability of pairs on Binance for the Venezuelan market.

Consider volatility and possible restrictions; avoid exposing more than 5–10% of the portfolio to high-risk crypto in a month.

Consider fractional purchase.

Base currency: if possible, use USDT/USDC or USD to facilitate conversions and avoid volatility of the bolívar (as allowed by Binance).

QUARTERLY REBALANCING PLAN:

FREQUENCY: every 3 months.

Recommended thresholds (optional):

REBALANCING if any position deviates +/− 5–10% from its target allocation.

REBALANCING PROCESS:

1-. Review prices of each asset and the total sum of the portfolio.

2-. Calculate the current target value (BTC 25%, ETH 25%, SOL 20%, MATIC 30%).

3-. If a position is outside the target range, sell or buy until returning to allocation.

4-. Keep a portion of reserves in USDT/USD to facilitate future rebalancing.

RECORD: note date, values of each asset in USD, total of the portfolio, rebalancing function (what was sold/bought and at what price) and the new total.

TAX REVIEW in Venezuela: keep receipts of purchases/sales, balances, and movements to facilitate reports.

RECORD FORMAT for TAXES in VENEZUELA (CSV/table)

Operation date: YYYY-MM-DD

Asset: BTC / ETH / SOL / MATIC

Type: buy / sell / deposit / withdrawal / rebalancing

Quantity: number of units

Unit value USD: price per unit in USD in the transaction

Total value USD: quantity × unit value

Commissions USD: commission charged for the operation

Note/Purpose: initial purchase, rebalancing, gain/loss, etc.

Active balance USD (post-transaction): total value of that position in USD

Total portfolio balance USD: sum of USD values of all assets

Payment method/base currency: USDT/USDC/USD (if applicable)

Receipts/Reference: link or transaction ID (txid) or receipts

CSV format (example headers) Date, Asset, Type, Quantity, Unit Value USD, Total Value USD, Commissions USD, Active Balance USD, Total Portfolio Balance USD, Base Currency, Receipt

Step by step for quarterly rebalancing

Step 1: Preparation

Check current prices of BTC, ETH, SOL, and MATIC in USD.

Calculate total portfolio value in USD and target allocations: BTC 25%, ETH 25%, SOL 20%, MATIC 30%.

Have a reserve ready in USDT/USDC/USD to facilitate movements.

Step 2: EVALUATION of DEVIATIONS

Calculate the current value of each position and its deviation from the target allocation.

Identify positions out of range (for example, outside of ±5–10% of their target).

Step 3: ACTION plan

If a position is above the target, plan to sell part to buy the others or maintain structure.

If a position is below, buy until you get close to the target.

Keep the reserve in base currency to facilitate future rebalancing.

Step 4: EXECUTION

Perform operations on Binance: partial sales and corresponding purchases.

Record each operation with date, asset, quantity, price, and commissions.

Step 5: POST-REBALANCING RECORD

UPDATE the RECORD with:

New quantity of each asset

Prices used

New value in USD per asset

Total value of the portfolio

Deviation from target after rebalancing

Step 6: REVIEW and DOCUMENTATION for TAXES

Keep tickets, screenshots, and receipts of each operation.

Note reasoning for why each move was made.

Keep an annual summary to facilitate declarations.

RECORD TEMPLATE (example in easy copy format)

Date: 2025-08-15

Asset: BTC

Type: buy

Quantity: 0.15

Unit Value USD: 27500

Total Value USD: 4125

Commissions USD: 8.25

ActiveBalanceUSD: 4125

TotalPortfolioBalanceUSD: 120000

BaseCurrency: USDT

Receipt: txid_abc123