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Fidelity: 5% Bitcoin Boosts Returns, Raises Portfolio Risk

4/17/2026

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Summary

Story summary

Fidelity's research shows that a 5% Bitcoin allocation in a 60/40 portfolio can boost returns but increases volatility.
Bitcoin is a speculative asset with no cash flow, unlike stocks that represent ownership in businesses.
Financial advisors recommend limiting Bitcoin investments to 1% to 5% of a portfolio.
Bitcoin does not provide protection during market crashes, so traditional equities and bonds should form the core of a retirement strategy.

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Story summary

Fidelity's research shows that a 5% Bitcoin allocation in a 60/40 portfolio can boost returns but increases volatility.
Bitcoin is a speculative asset with no cash flow, unlike stocks that represent ownership in businesses.
Financial advisors recommend limiting Bitcoin investments to 1% to 5% of a portfolio.
Bitcoin does not provide protection during market crashes, so traditional equities and bonds should form the core of a retirement strategy.