Under this scenario, you’d have the client save $33,600 over the next ten years, and that initial $12,500 investment would grow to be $2,181,625. Is that risking too much of the portfolio at 2.5%? Is $3,360 per year asking too much to save for someone with a $500,000 portfolio? You could likely fund the bitcoin dollar-cost averaging strategy with the income from that traditional portfolio. In my opinion, this is highly doable for most clients, and provides an outcome all of the clients I’ve talked with would embrace.
