Model Portfolios
Blue Chip Core
The Blue Chip Core Managed Portfolio invests in the largest and most liquid digital assets, today primarily comprised by Bitcoin and Ethereum.
$50,000 minimum investment
Fund Overview
Investment strategy
The Blue Chip Core Managed Portfolio seeks to invest in the largest and most liquid digital assets, today primarily comprised by Bitcoin and Ethereum. Combining Bitcoin and Ethereum token-holdings with an active hedging strategy provides investors with upside exposure to the growth of the digital asset industry while mitigating downside token price volatility.
Institutional-grade Asset security
Oath has partnered with Anchorage Digital to provide clients with the highest-level of digital asset security. Anchorage Digital is a federally regulated qualified custodian that uses a biometric-based security system with multiple layers of redundancy to ensure client funds are secure.
Key Facts
Minimum Investment
$50,000
Subscriptions
Daily
Redemptions
Daily
Tax-Loss Harvesting
Automated
Fund Structure
Private Fund Placement
Investor Qualifications
Qualified Purchaser
Fund Administrator
Formidium, Inc.
Custodian
Anchorage Digital
Fees and Expenses
Management Fee
150bps
Performance Fee
0bps
Fund Holdings
Name
Token Price
Market Cap
Daily % Change
$28,000
$520bn
1.8%
$1,800
$220bn
1.5%
Investment Tenants
Risk Management
Risk Management is at the core of Oath Digital's investment strategy. Given the highly volatile nature of digital asset investments, we believe in taking a risk-based approach to creating investment portfolios. Our focus is on the largest, most resilient digital assets that have a proven track-record across cycles.
Long-Term Time Horizon
In digital asset investing, a long-term time horizon is a source of edge that enables investors to take advantage of exponential growth potential, while mitigating the impact of short-term price volatility. We encourage our investors to take a long-term view, beginning with a clear understanding of how blockchain technology has the potential to change the way we exchange value in our growing digital world.
Security
Maintaining best-in-class security over our digital asset holdings is a top priority for Oath. We've partnered with federally regulated, qualified custodians to ensure institutional-grade security and provide the highest level of service to our clients.
