Cointelegraph Research Says Adding 5% Bitcoin to 60/40 Portfolio Lifted Annualized Returns to 16.39%

A backtest showed that adding 5% Bitcoin (BTC) to a traditional stock-and-bond portfolio significantly boosted annualized returns.

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Sep 28, 2026 at 2:26 PM UTC · 1 분 소요

Cointelegraph Research Says Adding 5% Bitcoin to 60/40 Portfolio Lifted Annualized Returns to 16.39% — Image via bloomingbit

Key Signal

8.96% 60/40 annualized return

Entities

bitcoin

Market Impact

BTC+0.15%$84,814

Last Updated

6일 전

번역 중…

Cointelegraph said adding 5% Bitcoin (BTC) to a traditional stock-and-bond portfolio significantly increased annualized returns.
It said a 60% stock, 40% bond retirement portfolio posted an annualized return of 8.96% from 2015 to 2025.
It said adding 5% Bitcoin to the same portfolio lifted the annualized return to 16.39%, while Bitcoin gained 27,227% and the S&P 500 rose 304% over the same period.

Forecast Trend Report by Period

A backtest showed that adding 5% Bitcoin (BTC) to a traditional stock-and-bond portfolio significantly boosted annualized returns.

Cointelegraph reported on September 28 that a retirement portfolio made up of 60% stocks and 40% bonds generated an annualized return of 8.96% from 2015 to 2025.

Adding 5% Bitcoin to the same portfolio lifted the annualized return to 16.39%.

Bitcoin climbed 27,227% over that period. The S&P 500 advanced 304% during the same span.

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