The model portfolios are updated Monthly. They can be used for personal inspiration, as a visualization tool to see the performance of various assets within a portfolio, or as a reference point to discuss with your financial advisor. The portfolios are for educational and informational purposes only and do not constitute investment or financial advice.
Each model portfolio tracks a one-time $10,000 initial investment Starting Jan 1 2020 and does not factor in effects of dollar cost averaging. Model portfolio holdings will be rebalanced annually.
Diversified Digital Assets
“Blockchain will dominate the world. Bitcoin was only the beginning.”
Large Cap Cryptos
“Bitcoin is king, but a few alts might survive.”
Crypto-Hedged Traditional Portfolio
“The fastest horse wins the race.”