PortfolioBeginner6 min read

Portfolio Diversification with Synthetic Assets

Access global markets from a single Solana wallet

Build a diversified portfolio spanning stocks, commodities, forex, and crypto ratios - all from within DeFi.

Step-by-Step Guide

1

Assess Your Current Allocation

Most crypto-native portfolios are heavily weighted toward crypto. Adding synthetic exposure to traditional assets reduces correlation and volatility.

Classic diversification: 60% equities, 30% bonds/commodities, 10% alternatives.

2

Choose Uncorrelated Assets

Select synthetics that don't move with crypto. Gold typically has low/negative correlation with risk assets. US treasuries (coming soon) provide stability.

Check historical correlations - some 'uncorrelated' assets move together in crises.

3

Mint Long Tokens for Holdings

For assets you want to hold long-term, mint L/S tokens and sell the Short side. This gives you directional exposure without expiration.

Consider holding both L+S for neutral exposure that can be adjusted later.

4

Allocate Based on Risk Tolerance

Conservative: 50% gold, 30% SPY, 20% crypto ratios. Aggressive: 20% gold, 40% tech stocks, 40% high-vol assets.

Rebalance quarterly or when allocations drift more than 5%.

5

Track Performance Holistically

Use portfolio tracking tools to monitor your synthetic positions alongside native crypto. View total portfolio performance, not individual positions.

True diversification feels uncomfortable - when crypto dumps, gold might rally.

Risks to Consider

  • Currency risk if you're measuring in non-USD terms
  • Protocol risk across multiple synthetic positions
  • Correlation breakdown during black swan events
  • Rebalancing costs eating into returns

Practice With These Assets

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