US financial giant Charles Schwab has published its latest research reassessing the place of crypto assets within portfolios.
The study highlighted the upward revision of recommended allocation ratios for Bitcoin and Ethereum based on investors’ risk appetite. The higher ratios, particularly compared to previous studies, suggest the institution is adopting an increasingly constructive approach to crypto assets.
According to the report, Charles Schwab’s recommended portfolio allocation for Bitcoin is 1.0% for cautious investors, 6.6% for those in the moderate risk group, and 8.8% for investors with a high risk appetite. For Ethereum, the allocation is more limited but still noteworthy. Accordingly, Ethereum allocation is recommended at 0.1% for cautious profiles, 2.0% for the moderate risk group, and 2.5% for aggressive investors.
On the other hand, Schwab is taking concrete steps towards crypto not only in research but also in product development. The company’s CEO, Rick Wurster, recently announced that customers will soon be able to buy and store Bitcoin and Ethereum directly through the platform. The service is planned to be initially tested with a limited group of users in the second quarter of the year, and then rolled out to a wider customer base.
*This is not investment advice.
