Cointelegraph Research: 5% Bitcoin Allocation in 60/40 Portfolio Boosts Annualized Return to 16.39%
Summary
- Cointelegraph Research said adding Bitcoin (BTC) at a 5% weighting to a traditional stock-and-bond portfolio significantly boosted annualized returns.
- A retirement portfolio made up of 60% stocks and 40% bonds posted an annualized return of 8.96% from 2015 to 2025.
- Adding 5% Bitcoin to the same portfolio lifted the annualized return to 16.39%, while Bitcoin prices rose 27,227% and the S&P 500 index 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 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 raised the annualized return to 16.39%.
Bitcoin surged 27,227% over the period, while the S&P 500 gained 304%.
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