# Account Setup Portal

Client Name
Alan Leung
Advisor
Carolyn Greenwood Nelson
CRD
2081477
Initial Capital
10,000 USD
Investment Focus
High-growth, actively managed portfolio with hybrid crypto-equity exposure
Goal
Achieve strong annual returns (~30%) through a hands-on, high-risk/high-reward structure

## Proposed Portfolio Allocation

Asset Class | Allocation | Description
--- | --- | ---
U.S. Growth & Thematic Stocks | 50% | High-conviction picks in innovation sectors: AI, biotech, EV, automation
Cryptocurrency (Core + Active) | 30% | Dynamic mix of BTC, ETH, SOL, and rotating altcoins based on market trends
Small-Cap Momentum Stocks | 10% | Tactical exposure to breakout plays and high-beta equities
Cash / Short-Term Reserve | 10% | For opportunistic trades, portfolio rebalancing, or volatility buffering

U.S. Growth & Thematic Stocks (50%)
Cryptocurrency (30%)
Small-Cap Momentum (10%)
Cash/Reserve (10%)

### Strategy Notes

- U.S. Growth & Thematic Stocks (50%)
  This segment includes top-tier innovation ETFs and select growth stocks in emerging U.S. sectors. These are chosen for long-term upside and are reviewed regularly for earnings trends and macro tailwinds.
- Cryptocurrency Allocation (30%)
  Given your risk appetite, this slice includes both core holdings like Bitcoin and Ethereum, and smaller altcoins rotated based on technicals and project fundamentals. This portion is actively managed to capture short bursts of performance.
- Small-Cap Momentum Stocks (10%)
  Designed to reflect your interest in short-term trading. Includes swing trades or event-driven positions with strong upside, using technical breakouts, earnings catalysts, or news momentum.
- Cash/Reserve (10%)
  This cash buffer enables you to enter fast-moving setups or manage downside risk. It also provides liquidity for emergency adjustments without closing high-performing positions.

### Key Considerations

- This portfolio is aggressive and seeks to capitalize on volatility across both crypto and equity markets.
- Crypto trades and trading reserves are housed in a USDC-based structure to minimize back-and-forth fiat conversion fees and reduce tax-related inefficiencies.
- Regular rebalancing ensures capital is rotated into the most promising setups.
- You'll receive hands-on insights behind each trade, helping you blend active involvement with professional execution.
- Like all my portfolios, this is managed under a performance-based fee model. I only earn when your portfolio grows.

### Please create accounts with these platforms:

CB
Coinbase.com
ET
eToro.com
IB
Interactive Brokers
Investment Advisory Agreement Terms & Conditions

1. Advisory Services: The Advisor will provide investment advisory services as described in this document, including portfolio management and investment recommendations.

2. Client Responsibilities: The Client agrees to provide accurate financial information and promptly notify the Advisor of any changes in financial circumstances or investment objectives.

3. Risk Disclosure: All investments involve risk, including potential loss of principal. Past performance is not indicative of future results. The Client acknowledges understanding of these risks.

4. Fee Structure: Advisory fees are performance-based, calculated as 20% of net profits annually, with a high-water mark provision. No fees are charged on losses.

5. Account Authorization: The Client authorizes the Advisor to execute trades in the designated accounts at the specified platforms without prior approval for each transaction.

6. Conflicts of Interest: The Advisor may have other clients with similar investment strategies. The Advisor will allocate investment opportunities fairly among clients.

7. Termination: Either party may terminate this agreement with 30 days written notice. Fees will be prorated for partial periods.

8. Reporting: The Advisor will provide quarterly performance reports and annual tax documentation.

9. Discretion: The Advisor has full discretion to manage the portfolio within the stated investment objectives and constraints.

10. Crypto Assets: Cryptocurrency investments are highly speculative and subject to extreme volatility. The Client understands these assets are not FDIC insured and may lose substantial value.

11. Tax Considerations: The Client is responsible for all tax liabilities resulting from investments. The Advisor does not provide tax advice.

12. Limitation of Liability: The Advisor shall not be liable for losses resulting from market conditions, unforeseen events, or actions taken in good faith.

13. Governing Law: This agreement shall be governed by the laws of the State of California.

14. Entire Agreement: This document constitutes the entire agreement between the parties and supersedes all prior agreements.

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For questions, please contact your advisor at carolyn.nelson@davidsonwealthteam.com

Carolyn Greenwood Nelson | Member FINRA/SIPC