Bitcoin Destroyed The 60/40 Portfolio
Bitcoin Destroyed The 60/40 Portfolio Photo by: Youtube - Pomp podcast
Rick Edelman: Bitcoin Is Now a Core Portfolio Asset
In this episode of The Pomp Podcast (watch on YouTube, published September 9, 2025), veteran financial adviser Rick Edelman makes the case for Bitcoin as a foundational asset in modern portfolios. With Bitcoin now making up roughly 3–4% of global investable assets and the rise of regulated ETFs, Edelman argues that not owning Bitcoin is no longer a neutral position—it’s effectively an active short.
He outlines two key ideas:
• A market-weight baseline of 3–4% BTC for passive investors.
• A longevity-driven allocation of 10–40% crypto (within equities) for long-term savers navigating inflation and extended retirements.
Edelman also calls time on the 60/40 portfolio, advocating for an 80/20 equity/bond model better suited for today’s realities. Instead of leaning on fear or hype, he grounds his reasoning in institutional access, portfolio construction theory, and a future where clients may live to 100+.
“The facts changed. Your portfolio should, too.” — Rick Edelman
📺 Watch the full episode on The Pomp Podcast (YouTube)
