Research Says Adding 5% Bitcoin to a 60/40 Portfolio Boosted Annualized Returns to 16.39%
JH Kim
Summary
- The research said a traditional stock-and-bond portfolio posted an annualized return of 8.96%.
- It said adding a 5% allocation to Bitcoin (BTC) to the same portfolio lifted the annualized return to 16.39%.
- It said Bitcoin rose 27,227% from 2015 to 2025, while the S&P 500 gained 304% over the same period.
Forecast Trend Report by Period
Backtesting showed that adding a 5% allocation to Bitcoin (BTC) to a traditional stock-and-bond portfolio significantly increased annualized returns.
Cointelegraph reported on September 28 that a retirement portfolio composed of 60% stocks and 40% bonds delivered an annualized return of 8.96% from 2015 to 2025.
Adding 5% Bitcoin to the same portfolio lifted the annualized return to 16.39%.
Over that period, Bitcoin rose 27,227%. The S&P 500 gained 304% over the same stretch.
JH Kim
reporter1@bloomingbit.ioHi, I'm a Bloomingbit reporter, bringing you the latest cryptocurrency news.