We Tested Adding Bitcoin to a 60/40 Portfolio. Here Is What We Found
Adding just 2.5% Bitcoin to a traditional 60/40 stock and bond portfolio turned $1 million into $3.56 million over 12 years, vs. $2.84 million without it. Cory Klippsten tests what 2.5% and 20% Bitcoin would have done to a traditional stock and bond portfolio, over 12 years and over the last six.Hold a spot Bitcoin ETF and want real Bitcoin without selling the shares? Swan RBX: https://www.swanbitcoin.com/rbx?utm_source=youtube&utm_medium=video&utm_campaign=rbx-crushing-stocks&utm_content=longform
In this hypothetical backtest, using daily closing prices before personal taxes and trading costs, 2.5% Bitcoin raised the annual return from 9.1% to 11.2% with volatility almost unchanged, and 20% Bitcoin returned 24.1% a year with a Sharpe ratio of 1.15. The price was deeper drawdowns: 34.1% at 20% Bitcoin, against 20.9% for the 60/40. As Bitcoin matures, future returns could be lower.
Chapters
0:00 Crushing it with stocks
0:50 Outside Money
1:01 Swan RBX
1:30 How we tested it
2:24 2.5% Bitcoin over 12 years
3:45 20% Bitcoin
4:32 2020 through 2025
5:41 Drawdowns
6:50 Rebalancing
7:17 The whole portfolio
7:46 Close
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