When weight drift is a signal, not a mistake

Long-term baskets move. A coin that started at eight percent can sit at fourteen after a quiet year, and the holder may not notice until a spreadsheet opens on a rainy afternoon.

At the desk we ask one question before any trim talk: was the old target still the one you meant? Sometimes the answer is no — the visitor’s life changed, income changed, or a lockup ended. Drift then becomes a prompt to rewrite the blueprint, not a scolding.

When the target is still intentional, we look at how the overweight arrived. Airdrops stacked on an already large position create a different conversation than steady price appreciation alone. The rebalancing sequence that follows is paced to liquidity and to any tax notes the visitor brings; we do not invent tax rules.

A practical habit: date every target sheet. Undated percentages invite argument with your past self. Dated ones make the next check-in shorter and kinder.