We're on a mission 🚀
to supercharge your Crypto Portfolio
Setup is effortless and can provide returns over 5x greater than holding Bitcoin alone
How It Works
We build and manage your portfolio of the top 10 crypto currencies by market cap (excluding stablecoins), each given an even weighting.
We rebalance your portfolio every week and add any new coins to ensure you maximize your returns.
It is all done through Coinbase (the largest regulated US crypto exchange) - they keep your money secure.
We connect to a new or existing Coinbase account to automatically create and manage your portfolio.
You own the assets; we provide the magic ✨
Performance
Our Portfolio vs Bitcoin
Inclusive of all costs
- Monthly return
- 9%
Counterpoise
- Sharpe Ratio
- 1.12
Counterpoise
- Monthly return
- 6%
Bitcoin
- Sharpe Ratio
- 0.96
Bitcoin
Past performance is no guarantee of future results. Digital assets should be held as part of a diversified portfolio of traditional assets (stocks, bonds, etc.).
Digital assets can be volatile (+-50% a month) and should be viewed as a long term (2+ years) investment only. Counterpoise does not offer financial advice.
FAQs
Why invest in a crypto portfolio
- Cryptocurrencies will likely play an increasing role in our future and have outperformed every other tradable asset over the past 5 years by a large margin.
- Building a diverse portfolio of digital assets vs investing in just a single asset (like Bitcoin) has the benefit of maximizing returns whilst minimizing risk - making it the only "free lunch" in finance.
Why trust us
- You can withdraw your money and convert your portfolio back to fiat at any time, no lock-ups!
- Your Coinbase Pro account only grants our software a limited set of trading privileges - revokable at any time by a click of a button.
- You retain full control over your assets and have total transparency around their management at all times.
Pricing
- If you are happy with our services, then we charge an annual management fee of 3% on the investment capital. Additionally, a typical portfolio will incur ~1-2% trading fees from Coinbase throughout the year.
- It may seem expensive compared to a traditional passive S&P 500 fund; however, our portfolio has returned in excess of 200% a year after fees since 2015 - beating Bitcoin and thrashing the 12% average yearly return of the S&P 500.
How much to invest
- Minimum investment: $500 (or equivalent) due to a minimum trade size of $50 set by Coinbase for some coins.
- If you are an Institution, please contact us info@counterpoise-finance.com
Getting started
- Resgister your interest
- If you do not have one already, open up a Coinbase Pro account
- Deposit fiat (USD, EUR, GBP) or crypto with Coinbase Pro
- Follow the instructions in your Counterpoise Portfolio dashboard
Research
Written by James Huckle (Co-founder) | April 2021
- A basket of the top cryptocurrencies has returned 15% a month since 2015
- Bitcoin in comparison has only returned 7% a month and remains ~15% off its highs
- Ethereum has broken to a new high of 2593, with other altcoins following suit
Altcoin performance
There are around 4,000 existing cryptocurrencies. Those that are not Bitcoin are considered an 'alternative coin' or 'altcoin'.
Looking at just the top 100 coins (based on market capitalisation), we can see that Bitcoin sits in the middle of the pack, at #48, based on its average yearly performance of 190%. Its performance is dwarfed by those with the highest returns.
Average yearly performance
Performance of top 5 coins (by market cap)
Crypto light-speed
The pace of the crypto race is highlighted by how frequently the top coins change positions on the market cap leaderboard. On average, the order changes every 3 days. New coins are entering the top 10 every 10 days, meaning that the index has a new set of constituents.
For comparison, S&P Dow Jones Indices – the company responsible for managing the SP500 index – deems a rebalancing necessary only 4 times a year, while the Russell 1000 and 2000 get rebalanced once a year.
Ethereum breaks new all-time highs
Cryptocurrencies are relatively uncorrelated
Cryptocurrencies tend to have a lower pairwise correlation than stocks which increases the performance for those holding a portfolio of crypto. Since 2015, the 10 largest cryptocurrencies have an average pairwise correlation of 0.71, while the 10 largest stocks have a correlation of 0.87.
Stock market pairwise correlation
Cryptocurrency market pairwise correlation
Cryptocurrency correlation across time
The rolling three-month realised correlation (smoothed) of the top 10 coins demonstrates a longer-term trend towards becoming tighter, perhaps because the largest exchanges are offering access to a greater number of the coins. May 2020 saw the highest correlations - reaching 0.84. Correlations began loosening this year, with the current value at 0.68.