Bitwise Select Stablecoin and Tokenization Portfolio
The Bitwise Select Stablecoin and Tokenization Portfolio aims to provide exposure to the crypto assets and crypto-linked equities leading the growth of the stablecoin and tokenization ecosystems.
Model Holdings
Bitwise has filed a number of regulatory filings with the U.S. Securities and Exchange Commission relating to the Bitwise Stablecoin and Tokenzation ETF (“BTOK”), but BTOK has not been declared effective as of the date of publication of this material. As such, the Bitwise Select Stablecoin and Tokenization Portfolio is still pending and will become active once BTOK has officially launched.
Model Performance
Bitwise has filed a number of regulatory filings with the U.S. Securities and Exchange Commission relating to the Bitwise Stablecoin and Tokenzation ETF (“BTOK”), but BTOK has not been declared effective as of the date of publication of this material. As such, the Bitwise Select Stablecoin and Tokenization Portfolio is still pending and will become active once BTOK has officially launched.
Model Details
Inception Date
Pending
Number of Holdings
0
Rebalance
Semiannually
Model Provider
Bitwise Investment Manager, LLC
Benchmark
Bitwise 10 Large Cap Crypto Index
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.
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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.