Crypto Portfolio
Crypto Portfolio is a variation of the Three-fund Portfolio with additional exposure to the two biggest cryptocurrencies by capitalization: Bitcoin and Etherium. This is a risky portfolio as crypto could be highly volatile, but it could be interesting for someone who believes that decentralised finances have a place in the long-term future
Crypto PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 20% |
BTC-USD Bitcoin | 20% | |
ETH-USD Ethereum | 20% | |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 20% |
VEA Vanguard FTSE Developed Markets ETF | Foreign Large Cap Equities | 20% |
Crypto PortfolioPerformance
The chart shows the growth of $10,000 invested in Crypto Portfolio in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $1,031,527 for a total return of roughly 10,215.27%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Crypto PortfolioReturns
As of Feb 7, 2023, the Crypto Portfolio returned 18.06% Year-To-Date and 53.17% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.55% | 7.07% | -0.82% | -8.65% | 6.00% | 6.48% |
| Crypto Portfolio | 14.44% | 18.06% | 0.49% | -17.10% | 15.56% | 53.17% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 6.31% | 7.89% | 0.23% | -7.27% | 6.95% | 7.50% |
BND Vanguard Total Bond Market ETF | 0.37% | 2.48% | -2.03% | -8.22% | 0.51% | 0.74% |
BTC-USD Bitcoin | 34.26% | 37.54% | -1.79% | -45.20% | 16.02% | 49.87% |
ETH-USD Ethereum | 27.33% | 35.05% | -4.89% | -46.47% | 10.32% | 79.62% |
VEA Vanguard FTSE Developed Markets ETF | 3.75% | 7.58% | 7.81% | -5.70% | 2.08% | 3.14% |
| Returns over 1 year are annualized | ||||||
Crypto PortfolioDividends
Crypto Portfolio granted a 1.41% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.41% | 0.00% | 1.30% | 1.19% | 1.62% | 1.81% | 0.00% | 0.00% | 1.78% | 2.02% | 1.79% | 2.15% | 0.00% | 2.24% |
Crypto PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Crypto PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Crypto Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Crypto Portfolio is 54.86%, recorded on Dec 14, 2018. It took 596 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.86% | Jan 14, 2018 | 335 | Dec 14, 2018 | 596 | Aug 1, 2020 | 931 |
| -47.6% | Nov 9, 2021 | 366 | Nov 9, 2022 | — | — | — |
| -27.33% | May 12, 2021 | 70 | Jul 20, 2021 | 87 | Oct 15, 2021 | 157 |
| -26.63% | Jun 13, 2017 | 34 | Jul 16, 2017 | 42 | Aug 27, 2017 | 76 |
| -23.23% | Aug 8, 2015 | 75 | Oct 21, 2015 | 54 | Dec 14, 2015 | 129 |
| -22.87% | Mar 14, 2016 | 7 | Mar 20, 2016 | 84 | Jun 12, 2016 | 91 |
| -22.41% | Feb 12, 2016 | 6 | Feb 17, 2016 | 7 | Feb 24, 2016 | 13 |
| -20.79% | Jun 17, 2016 | 47 | Aug 2, 2016 | 155 | Jan 4, 2017 | 202 |
| -19.66% | Sep 2, 2017 | 13 | Sep 14, 2017 | 29 | Oct 13, 2017 | 42 |
| -17.04% | Mar 17, 2017 | 2 | Mar 18, 2017 | 6 | Mar 24, 2017 | 8 |
Crypto PortfolioVolatility Chart
Current Crypto Portfolio volatility is 7.62%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.