Discover Managed Portfolios: A new way to invest tailored to your risk profile

Crypto is an exciting world. But it’s also one of the hardest markets to navigate. The macro environment is constantly evolving, new narratives emerge at the speed of light, and the daily volatility makes it hard to stay on top of the game.

At SwissBorg, we’ve been well aware of these challenges from the start, and we’ve always put a great emphasis on building products to simplify this journey for our community—from Thematics for sector-based investment, to Alpha for early-stage opportunities, or Earn strategies for easy access to the exciting world of DeFi.

But today, we’re taking a step further with our latest product offering: the SwissBorg Managed Portfolio.

What are Managed Portfolios?

Managed Portfolios are essentially a one-click solution for accessing professionally managed crypto portfolios tailored to the needs and profile of each individual. These portfolios are designed for the long term and are adaptable to changing market conditions, all without the need for active management on your part. Unlike Thematics, which are sector-specific, but don’t include downside protection, Managed Portfolios take a more general approach, offering you access to a “one-portfolio-fits-all” strategy for crypto wealth management. This includes a mix of stablecoins, Bitcoin, and altcoins, with strategic and tactical allocations, and frequent rebalancing to adapt to evolving market conditions. Essentially, the two core signals that will be used to adjust allocations will be: Risk On/Off and Booster On/Off. Additionally, there will also be a qualitative component and oversight from our investment team to ensure best execution of these signals.

Risk On/Off Signal: This signal evaluates market conditions to dynamically adjust the portfolio strategic allocation—increasing overall allocation to stable assets during downtrends and decreasing allocation to stable assets in bullish environments.

Booster On/Off Signal: This signal focuses on the portfolio's tactical allocation. It selectively increases or limits exposure to altcoins, thereby enhancing reward potential during favourable conditions and reducing altcoin exposure during high-volatility periods to protect the portfolio. The investment committee meets regularly to evaluate current market conditions. Based on their analysis, the committee provides guidance on the market phase and recommends minimum and maximum leeway bands to optimise the trading model. This additional oversight ensures that the portfolio remains aligned with strategic and tactical objectives.

The different portfolio options

To get started with this new product, you’ll be asked to answer a set of questions that will help us at SwissBorg gain a better understanding of your unique risk-reward profile and investment goals. Based on this information, you’ll be matched with one of three main portfolio options: Moderate, Growth, or Aggressive. Each of those portfolios is designed for a specific risk profile. The portfolio is designed to exceed the performance of its benchmark while maintaining a comparable level of risk. This means that while aiming for higher returns, the portfolio’s risk exposure remains aligned with that of the benchmark, balancing growth potential with controlled risk management.

Here, we present the backtested performance of each managed portfolio and introduce their unique investment approaches.

The performance chart is calculated using backtested data, which means it reflects a simulated historical performance rather than actual past results. While we strive for accuracy, backtesting relies on historical market conditions. It’s important to remember that past performance does not indicate future results, and actual returns may vary based on current and future market dynamics.

Moderate

This portfolio seeks balanced growth with moderate risk. It is a conservative option that focuses on controlled volatility and effective risk management, minimising risks while still aiming to generate consistent returns in favourable market conditions.

The Moderate portfolio offers a balanced mix of BTC, Gold, and USDC, with up to 5% allocated to altcoins.

Performance chart: 

Benchmark portfolio: 50% BTC / 50% USD

Risk metrics since 1st January 2022:

Growth

This portfolio targets high returns with significant exposure to the crypto market. As a mid-risk option, it is ideal for investors with a good risk tolerance who seek capital appreciation and can withstand increased volatility.

The Growth portfolio focus BTC, ETH, SOL, and USDC, with up to 10% in smaller market cap altcoins to capitalise on unique market opportunities.

Performance chart: 

Benchmark portfolio: 75% BTC / 25% USD

Risk metrics since 1st January 2022:

Aggressive

This portfolio is designed to be the most aggressive option. It pursues maximum capital growth, targeting return beyond Bitcoin. This is ideal for investors seeking the highest risk-to-reward, despite the potential for significant losses.

The Aggressive portfolio primarily includes BTC, ETH, SOL, and USDC, with unlimited flexibility to allocate to other altcoins to boost performance.

Performance chart: 

Benchmark portfolio: 100% BTC

Risk Metrics since 1st January 2022:

Why could this be interesting for you?

The goal of Managed Portfolios is to make crypto investing simpler, more accessible, and ultimately help you on your journey to financial independence. Whether you’re an experienced crypto trader or just getting started, Managed Portfolios have something valuable to offer. Some of the key advantages include:

Easy, safe, and hassle-free

With Managed Portfolio, simplicity and accessibility is the name of the game. There’s no need for active management on your part; all you have to do is invest, and let SwissBorg handle the complexities of portfolio construction and monitoring. If you lack expertise or simply don’t want to spend too much time managing your crypto portfolio, this is the ideal solution for you. Enjoy peace of mind knowing that your investments are being managed by experts while you focus on other priorities.

Aggressive during the bull, conservative during the bear

Rather than monitoring your investments and predicting market trends on your own, Managed Portfolios, unlike sector-specific Thematics, will automatically adjust their composition according to market conditions. For instance, during a growth phase, the portfolio might include more riskier assets like BTC or altcoins, while in a downturn, the focus would shift to stable assets to protect your capital.

Transparency and simplified tracking

We know that tracking your investments easily is essential. That’s why a key focus of this new offering will be to provide complete transparency on your investment, with regular reports on performance and reallocation, as well as personalised tracking tools to give you insight into your progress on your journey to financial independence.

Help us shape this new product

We have worked really hard on this new product and we are really excited for the launch. But before moving forward, we’d love to hear your thoughts on this concept. Your feedback is essential to ensure that the product meets the real needs of you, our dear community.

Join Our Survey

By completing the survey at the end of this article, you’ll have the chance to share your preferences, specific needs, and even expectations on fees and tracking features. We’ll be carefully reviewing every response to refine our offering and possibly launch a truly innovative product aligned with your needs in crypto investing.