The Importance of Crypto in Portfolios

We are now seeing how important crypto is within portfolios. Being a non-correlated asset, crypto investment vehicles are being created by major financial institutions. Guggenheim is registering with the SEC a new fund for financial advisors and asset managers.

Cryptocurrency, Digital Assets, or Virtual Currency Investments. The Fund may seek investment exposure to cryptocurrency (notably, Bitcoin), often referred to as “virtual currency” or “digital currency,” through cash settled derivatives instruments, such as cash settled exchange traded futures, or through investment vehicles that offer exposure to Bitcoin or other cryptocurrencies through direct investments or indirect exposure such as derivatives contracts.

Guggenheim Active Allocation Fund- SEC Form N-2 Registration Statement

Some unique characteristics of crypto with it’s beta.

Being a highly non-correlated asset, Bitcoin is very important for portfolios to help minimize volatility risk which is seen with standard deviation. Find out how we can help you and your portfolio. Contact us HERE.

Information contained herein is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell securities, or personalized investment, tax or legal advice. The information has been obtained from sources believed to be reliable; however no guarantee is made or implied with respect to its accuracy, timeliness, or completeness. Authors may own the stocks they discuss. The information and content are subject to change without notice. TreveriCapital LLC is a California registered investment advisor. For information about Treveri Capital LLC’s, please consult the Firm’s Form ADV available at

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