Crypto Asset Core Portfolio

This portfolio is intended to provide a guide for investors seeking to gain exposure to crypto assets. It is intended for the “alternative” asset portion of your portfolio. It is not intended for active traders but is mid- and long-term in scope.
— By Steven Ehrlich
AssetTickerRecommended DateRecommended PriceRecent PriceAllocation
Bitcoin
BTCApr 13, 2021$6,675.00$19,975.83
Ethereum
ETHJan 27, 2020$151.17$1,095.48

Crypto Accelerator Portfolio

This portfolio will be used to gain early exposure to less mature tokens and projects that are seen as worthy challengers to tokens in the Crypto Asset Core Portfolio or emerging leaders in new use cases for crypto. You can expect a more evenly distributed portfolio here than the core portfolio, and it will likely be rebalanced and adjusted more frequently. It should be thought of as the higher risk/higher growth category. It will likely be more volatile and the assets less correlated to each other than the core portfolio.
— By Steven Ehrlich
AssetTickerRecommended DateRecommended PriceRecent PriceAllocation
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Blockchain Equity Portfolio

This portfolio is intended to provide a guide for investors seeking to gain equity exposure to companies likely to benefit from blockchain technology. Investors should recognize that most equities in this portfolio will not have blockchain as their primary driver for revenues or price appreciation, for that matter. The benefits of integrating blockchain technology may not be realized for many years. Of course, it is important to consider these stocks in the context of your current asset allocations as well as personal goals and risk tolerance.
— By Steven Ehrlich
AssetTickerRecommended DateRecommended PriceRecent PriceAllocation
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Crypto Asset Stock Portfolio

This equity portfolio is geared toward having direct exposure to stocks and securities that are seen as crypto proxies. For the most part you will see that they have a heavy bitcoin focus, but my intention is to diversify this posturing as the market matures.
— By Steven Ehrlich
AssetTickerRecommended DateRecommended PriceRecent PriceAllocation
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Crypto data

Forbes.com

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