Growth + Alternatives
An aggressive growth portfolio combining equities, alternatives (REITs, infrastructure, private equity, gold), and a 5% Bitcoin allocation. Designed for investors with high risk tolerance and long time horizons.
Allocation
What if you add Bitcoin?
Adding Bitcoin changes the risk-return profile. Here is how different allocations compare, reducing other positions proportionally:
| Portfolio | Return | Volatility | Sharpe |
|---|---|---|---|
| Base (Growth + Alternatives) | 7.31% | 13.59% | 0.31 |
| With 10% Bitcoin | 7.70% | 14.03% | 0.33 |
| With 15% Bitcoin | 8.13% | 14.77% | 0.34 |
Returns are geometric (compound). Sharpe ratio uses 3.10% risk-free rate (US Cash, JPM LTCMA 2026). Forward-looking estimates, not predictions.
How these numbers are calculated
Expected returns and volatilities come from J.P. Morgan's 2026 Long-Term Capital Market Assumptions (30th edition). Portfolio risk is computed using the full 27x27 correlation matrix, not simple weighted averages. The Sharpe ratio uses 3.10% (US Cash) as the risk-free rate.
For full methodology details, see the methodology page.
Customize this portfolio
Adjust weights, add constraints, try different optimization methods.