Strategies
AI Cryptocurrency Strategy
Portfolio Facts
| (as of 06/30/2025) |
Inception Year
| 2020 |
Number of cryptocurrencies held
| 8 |
Approximate market value of cryptocurrencies
| $320 million |
5-year average annual turnover rate
| 14% |
Active Share
| 71.6 |
Investment Vehicles
| Separate Account |
Performance
| (as of 06/30/2025) |
| QTD | YTD | 1 Year | 3 Year | 5 Year | Since its inception | ||
|---|---|---|---|---|---|---|---|
| AI-Crypto Portfolio (Total Return) | 8.42% | 15.61% | 27.34% | 13.92% | 15.78% | 12.63% | |
| AI-Crypto Portfolio (Net Return) | 7.96% | 14.83% | 26.11% | 13.12% | 14.89% | 11.94% | |
| Benchmark (Crypto Market Index) | 9.01% | 16.24% | 28.05% | 14.36% | 16.21% | 12.47% |
Periods exceeding one year are calculated annually. Inception Date: May 31, 2020. Net-fee returns above are model management fees. Net-fee returns prior to January 1, 2021, are based on actual fees and expenses. This information supplements GIPS® reporting. Please refer to RHolden Global Asset Management, LLC's GIPS reporting and disclosure documents.
Overview
Holden Global Asset Management, LLC's AI-Selected Cryptocurrency Growth Portfolio, established in 2020, is its flagship cryptocurrency portfolio. This diversified growth cryptocurrency portfolio invests in a variety of cryptocurrencies with significant appreciation potential. Due to our long-term investment strategy, this portfolio exhibits low turnover, averaging less than 11% annually. The investment team at Holden Global Asset Management, LLC applies our proven investment philosophy and principles to manage this portfolio.
Investment Philosophy
AI algorithms monitor and analyze the cryptocurrency market in real time, enabling intelligent trading and risk management. This strategy leverages AI to quickly identify emerging trends and alpha opportunities in the digital asset space, complementing traditional investment portfolios. While strictly controlling high volatility risk, it strives for higher returns while ensuring the security and stability of the overall portfolio.
