Accordingly, in the past couple of years, I have created and kept track of my BTC investment portfolio, and surely there is some creative bookkeeping because my particular BTC investment portfolio is spread over a number of exchanges that includes both BTC and dollar balances
I might just misunderstand, please tell me you are keeping your 'BTC investment portfolio' in cold storage. And the few % that you trade with on an exchange, for the shortest time possible to just execute the trade (btc and/or fiat)?
It's looking as if you are inclined to provide some advice here, and accordingly, I will assert that I do not engage in a practice similar to what you have outlined above.