Is Even a Little Bitcoin Too Much for Your Portfolio? Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down. Stephen Margaria Jan 18, 2024
Spot Bitcoin ETFs Are Here. Should You Invest? Why they hold advantages over bitcoin futures ETFs and how to choose the right one for your portfolio. Bryan Armour, CFA Jan 11, 2024
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’ The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio. Christine Benz and Jeffrey Ptak, CFA Dec 26, 2023
Spot Bitcoin ETFs Inch Closer to Their Debut Amid flying rumors and fake news, signals are stronger than ever for SEC approval. Bryan Armour, CFA Oct 26, 2023
Cathie Wood on Her Rize ETF Deal, AI, Nvidia, and Bitcoin The ARK Invest founder discusses the promise of AI, thematic investing, and why she doesn’t regret sitting out Nvidia’s latest moon rally. Valerio Baselli Sep 27, 2023
Grayscale’s Victory Over the SEC Doesn’t Mean a Spot Bitcoin ETF—for Now D.C. Circuit Court of Appeals rules SEC must reconsider Grayscale’s spot Bitcoin ETF filing. Bryan Armour, CFA Aug 30, 2023
Beware the Crypto Spot ETF Bubble Crypto funds may be witnessing a resurgence, but few launches have true long-lasting impact. Manan Agarwal and Sabeeh Ashhar Aug 16, 2023
The 60/40 Portfolio Isn’t Dead, and Neither Is Bitcoin. But Mixing Them Can Be Lethal. A little cryptocurrency can change your portfolio a whole lot. Madeline Hume, CFA Aug 14, 2023
What a Bitcoin ETF Would Mean for Investors A BlackRock ETF would broaden the bitcoin market, which would have both benefits and drawbacks. Madeline Hume, CFA Jul 10, 2023
How to Spot Hidden Crypto Stocks and Funds in Your Portfolio Plus, categories and companies most exposed to these digital assets. Morningstar Jun 30, 2023
What Does BlackRock’s Bitcoin ETF Mean for Cryptocurrencies? As the world’s largest asset manager, BlackRock would immediately give legitimacy to the Bitcoin market in need of it. Bryan Armour, CFA Jun 23, 2023
Is Bitcoin Worth the Gamble? What we’ve learned from tackling the most common approaches to valuing this cryptocurrency. Madeline Hume, CFA Jun 20, 2023
What Is Bitcoin’s Energy Consumption Worth? The cost of production model has the potential to establish a reasonable benchmark for bitcoin. Madeline Hume, CFA Jun 2, 2023
What Is Bitcoin’s Scarcity Worth? Demonstrating that bitcoin’s restricted supply contributed to its incredible rise is one small step. Using it to forecast the future is a giant leap. Madeline Hume, CFA May 30, 2023
More Investing Tools Won’t Solve All Your Problems Behind every new tool is a human being grappling with how to use it. Samantha Lamas and Danielle Labotka May 24, 2023
What Is Bitcoin’s Network Worth? Network effects are more complicated to model for bitcoin than for other assets. Madeline Hume, CFA May 22, 2023
What Is Bitcoin Worth? This article, first of a series, attempts to answer that question by valuing bitcoin under the total addressable market approach. Madeline Hume, CFA May 15, 2023
How to Create Your Own Path to Financial Success Jonathan Clements shares his money journey, plus thoughts on rising interest rates, crypto, and retirement. Jess Bebel Apr 27, 2023
Micah Hauptman: Advocating for Investors’ Best Interests The director of investor protection at the Consumer Federation of America discusses conflicts of interest in the financial-advice space, crypto assets, and how social media affects investment decision-making. Christine Benz and Jeffrey Ptak, CFA Apr 11, 2023