The MarketVector™ Crypto-Balanced Multi-Asset Index (TOPMDL) is designed to provide a balanced exposure to a diverse range of asset classes, including core equities, emerging markets, bonds and digital assets.
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In today’s macro-driven environment, inflation, rising interest rates, and geopolitical risks are shifting correlations between stocks and bonds, reducing the benefits that once defined the 60/40 strategy. As volatility rises and real returns come under pressure, the traditional equity-bond mix no longer offers the same level of diversification stability, making it more challenging for investors to navigate market downturns and shifting fiscal policies.
A more adaptive approach to diversification is needed -- one that introduces assets with different risk-return profiles. By incorporating a modest allocation to crypto assets, which exhibit low correlation with stocks and bonds, investors can enhance portfolio resilience and improve risk-adjusted returns in today’s challenging macro-driven landscape.
The MarketVector Crypto-Balanced Multi-Asset Index (TOPMDL) modernizes the 60/40 strategy by introducing a 5% allocation to Bitcoin (BTC) and Ethereum (ETH), sourced proportionally from equity and bond holdings. This structure preserves the portfolio’s balanced nature while leveraging crypto’s diversification benefits, helping investors navigate fiscal dominance with improved performance and risk mitigation.
| Component | Weight |
|---|---|
| SPDR S&P 500 ETF | 33.05% |
| ISHARES MSCI EAFE ETF | 19.77% |
| VANGUARD TOTAL BOND MARKET | 19.37% |
| VANGUARD TOTAL INTL BOND ETF | 12.89% |
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