Cointelegraph Research Says Adding 5% Bitcoin to 60/40 Portfolio Lifted Annualized Returns to 16.39%
JH Kim
Summary
- Cointelegraph said adding 5% Bitcoin (BTC) to a traditional stock-and-bond portfolio significantly increased annualized returns.
- It said a 60% stock, 40% bond retirement portfolio posted an annualized return of 8.96% from 2015 to 2025.
- It said adding 5% Bitcoin to the same portfolio lifted the annualized return to 16.39%, while Bitcoin gained 27,227% and the S&P 500 rose 304% over the same period.
Forecast Trend Report by Period
A backtest showed that adding 5% Bitcoin (BTC) to a traditional stock-and-bond portfolio significantly boosted annualized returns.
Cointelegraph reported on September 28 that a retirement portfolio made up of 60% stocks and 40% bonds generated an annualized return of 8.96% from 2015 to 2025.
Adding 5% Bitcoin to the same portfolio lifted the annualized return to 16.39%.
Bitcoin climbed 27,227% over that period. The S&P 500 advanced 304% during the same span.
JH Kim
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