Crypto, explained

Crypto is a young, highly volatile category — it can rise and fall sharply in short periods. If it appears here at all, it is only as a very small, optional slice, and only for profiles with a long horizon and a solid financial base.

Its role in a portfolio

Crypto role is strictly optional and small. Its sharp swings sit better with a long horizon and a solid financial base, which is why it is left out of cautious profiles entirely.

Which profiles lean into it

Only balanced, growth and aggressive-growth profiles may include a small, optional crypto slice; preservation and balanced-income profiles leave it out.

Key terms: Volatility · Asset

Curious where you fit?

Answer a few questions and discover your investor archetype — with an illustrative example portfolio by asset class. Educational, not advice.