Digitally Enhanced (crypto) portfolios
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Cryptocurrency, which should actually be called digital assets, are becoming an increasingly important asset class based on the technology of blockchain. Many important industry experts and scholars believe they will become one of the most important technological/financial advances of the early 21st century. Additionally, early research and application are demonstrating that digital assets may be one of the most important parts of your portfolio’s growth over the next 10-25 years.
rebel Financial is taking a proactive stance in modern portfolio design by creating portfolios with small allocations (1%-5%, depending on how aggressive or conservative you are) of digital assets which can potentially increase the rate of return by ~0.5%-2% per year while minimizing overall downside risk through research and disciplined rebalancing. While these assets can be very volatile, we believe that they offer our clients the potential for increased return at a superior risk-to-return ratio.
Our digitally enhanced portfolios are extensions of our existing investment strategies with a small allocation of digital assets. Clients can be conservative, aggressive, or anywhere in between, and accounts still have the same flexibility to choose risk tolerance and style based on investment objectives, needs, and personal preference.
Complete the form below to express your interest in being part of our digitally enhanced portfolios beta trial.
Our digitally enhanced portfolios are not much different from our traditional models. Once you complete the steps below, your portfolios will be integrated into your centralized reporting and rFPW. They will be reviewed as part of your normal review meeting with your advisor/coach.
According to Banking Hub, digital assets are digital representations of values that are not issued or guaranteed by a central bank or public authority and do not have the legal status of currency or money. They are accepted by natural or legal persons as a means of exchange or payment or are used for investment purposes and can be transferred, stored and traded electronically using blockchain technology.
No. rebel Financial only allocates a small percentage of your portfolio to digital assets and is committed to disciplined rebalancing to harness the volatility of the small allocation of digital assets in your portfolio. Through this disciplined approach, we can add this new and exciting asset class with only a small increase in standard deviation across your entire portfolio.
Buy low, sell high is a strategy where you buy stocks or securities at a low price and sell them at a higher price.
Rebalancing gives investors the opportunity to sell high and buy low, taking the gains from high-performing investments and reinvesting them in areas that have not yet experienced such notable growth.
Yes. While most other advisory firms and advisors are getting exposure to this new asset class indirectly through investment trusts and buying shares of companies participating in this side of the economy, very few of them allow their clients to directly own digital assets such as Bitcoin, Ethereum, Cardano, etc. In your portfolio, you will own digital assets alongside traditional investment assets
rebel Financial does not charge anything additional for our clients that utilize digitally enhanced portfolios. However, facilitating ownership of this new, non-traditional asset class does cost more. See Choice Pro’s fee disclosure. There is a 1% trading fee on any digital asset bought or sold, as well as an optional 1% fee for any digital assets held in cold storage.
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