A diversified portfolio that offers exposure to the biggest crypto coins, plus exposure to listed Blockchain companies. The portfolio focuses on the Top 5 coins, which make up more than 90% of the crypto market cap. The portfolio will be actively rebalanced among Cryptocurrencies, including Bitcoin and Digital Assets (DAPPs).
| 2025 | YTD | |
|---|---|---|
| Portfolio (%) | -26.15 | -13.18 |
| Annualized Return | Standard Deviation | Dividend Yield | |
|---|---|---|---|
| Portfolio | -46.339861217553% | 45.65072713477% | 0.01% |
| Equity | 99.2% | |
| Fixed Income | ||
| Commodities | ||
| Cash | 0.8% |
| North America | 21.84% | |
| Greater Europe | 63.74% | |
| Asia | 3.96% | |
| Central/Latin America |
| Bitcoin | 50.96% | |||||||
| Ethereum | 9.57% | |||||||
| Solana | 7.83% | |||||||
| Ripple | 5.13% | |||||||
| Digital Assets | 25.7% |
| Asset Class | Weight (%) |
|---|---|
| 1. WisdomTree Physical Bitcoin | 50.96% |
| 2. VanEck Digital Transformation ETF | 25.70% |
| 3. iShares Ethereum Trust ETF | 9.57% |
| 4. WisdomTree Physical Solana | 7.83% |
| 5. WisdomTree Physical XRP | 5.13% |
We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.
