Bitwise Model Portfolio Solutions for Digital Assets
Gain targeted access to the digital asset space while delegating the tactical complexity to one of the world’s leading crypto asset managers.
Bitwise Core Crypto Model Portfolios
This market-cap-weighted portfolio aims to offer diversified exposure to the crypto market using only spot crypto asset ETPs, giving investors direct exposure to the underlying crypto assets.
This portfolio aims to provide diversified exposure to the crypto market using only equity-based ETFs. It is designed for investors who prefer owning real-world companies with revenues and earnings, as opposed to taking direct positions in the underlying spot crypto assets.
Our foundational model portfolio aims to provide diversified exposure to the world’s largest crypto assets and crypto equities, subject to institutional risk screens.
This diversified portfolio aims to provide market-cap-weighted exposure to a wide range of crypto investments, including both crypto assets and crypto-focused equities.
Bitwise Thematic Crypto Model Portfolios
This portfolio aims to provide exposure to the crypto assets and crypto-linked equities leading the growth of the stablecoin and tokenization ecosystems.
This portfolio aims to provide exposure to crypto assets other than bitcoin. It is designed for investors who either already have significant bitcoin exposure or are looking to invest in crypto assets focused on “real-world use cases” like stablecoins, tokenization, and decentralized finance.
This portfolio invests in ETFs that rotate between long positions in bitcoin and ether futures contracts and exposure to U.S. Treasuries based on momentum signals. The portfolio aims to deliver strong risk-adjusted returns while dampening downside volatility by rotating out of the crypto market during periods of extended pullbacks.
The Model Portfolios Team
Matt Hougan
Chief Investment Officer Previously CEO at Inside ETFs, Managing Director of Global Finance at Informa. Before that, CEO of ETF.com. Co-authored the CFA Institute's monograph on ETFs.
Ryan Rasmussen
Head of ResearchPreviously Manager of Financial Planning and Analytics at Cetera Financial Group. Co-authored Bitwise’s annual crypto predictions, the first-ever "Bitcoin Long-Term Capital Market Assumptions," and "Decentralized Finance (DeFi): A Primer for Professional Investors."
Juan Leon, CFA
Senior Investment StrategistPreviously Portfolio Manager at U.S. Global Investors. Co-authored Bitwise’s annual advisor survey, the first-ever “Bitcoin Long-Term Capital Market Assumptions,” and “Crypto Equities: A Picks and Shovels Approach to Investing in Bitcoin and Crypto."
Stephen Degnan, CIMA®, CETF®, CBDA
Head of Key AccountsSenior sales leader with over 30 years of institutional and RIA sales leadership. Previously RIA Market Leader at Invesco, VP and Senior Advisor Consultant at OppenheimerFunds, and Director and Sales Consultant at BlackRock. U.S. Army veteran.
Bitwise allows allocators to maintain strategic control over client portfolios while delegating the tactical complexity of digital asset management to a specialized provider.
Risk Management
Models are monitored and rebalanced systematically to mitigate target portfolio asset-allocation drift.
Operational Simplicity
The allocator gains exposure through individual, easily integrated portfolio frameworks. All operational complexities are handled by Bitwise.
Disciplined Diversification
Models are constructed to provide diversified exposure to the digital asset ecosystem, mitigating single-asset risks.
Compliance and Reporting
Allocators receive clear reporting materials and collateral, simplifying due diligence and client reporting.
Interested in working with Bitwise on model portfolios?
For Financial Professional Use Only / Not for Retail Use
Risks and Important Information
There are risks involved with investing, including possible loss of principal.
Investors and their advisors should carefully consider the investment objectives, risks, charges and expenses of the ETFs underlying any model portfolio before investing. For a prospectus, or if available, the summary prospectus containing this and other important information about the fund call 1-415-707-3663 or visit bitwiseinvestments.com for Bitwise Funds. Bitwise Asset Management, Inc., does not endorse and is not responsible for or liable for any content or other materials made available by other ETF sponsors. Investors should read the prospectus carefully before investing.
Bitwise Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources that advisors may consider, in providing services to their end clients. Advisors are solely responsible for making investment recommendations and/or decisions with respect to an end client, and should consider the end client’s individual financial circumstances, investment time frame, risk tolerance level and investment goals in determining the appropriateness of a particular investment or strategy, without input from Bitwise Asset Management.
This material represents Bitwise’s emerging thoughts on portfolio construction, and changes may occur in the future as Bitwise conducts additional research. As a result, future allocations may or may not be materially different from what is provided in this document. Bitwise has no obligation to inform you of any future changes or differences, including the retirement of these allocations. Asset allocation models are for illustrative purposes only and are subject to change without notice. They are not representative of any actual investment strategy or recommendation. Other ETFs/ETPs may be more appropriate for any given asset class and should be evaluated on a case-by-case basis.
Past performance does not guarantee or indicate future results.
Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.
Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
Bitwise ETFs are distributed by Foreside Fund Services, LLC in the U.S.