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Split Strategy

Structural · Defined by holding count, not strategy

Running two strategies at once — crypto for growth, income for stability.

Profile

Concentration60
Income tilt40
ETF share30
Diversification55

What it means to be a Split Strategy

You have a crypto sleeve AND a meaningful dividend portfolio. You're hedging the future: crypto in case digital assets reshape finance, dividends in case they don't. The risk profiles are wildly different, but you're holding both intentionally.

Typical signals

Famous in this lane

  • Ray Dalio (All Weather)
  • David Swensen

Often holds

VOO + BTCSCHD + TSLACore/satellite mix
Watch out

Decide which strategy you actually want to lean into, or keep both intentionally balanced. Drift between the two by accident is the worst outcome.

Where you might drift toward

Archetypes aren't static. As your holdings shift, you tend to move toward one of these neighboring profiles.

Common questions about being a Split Strategy

What does Split Strategy mean exactly?

It means your portfolio is essentially two separate sub-portfolios — usually one boring (index/dividend) and one aggressive (crypto/tech). The total looks moderate, but each sleeve behaves differently than the average.

Is this the same as the All-Weather Portfolio?

Same idea — Ray Dalio's All Weather is the institutional version. The Split Strategy is the retail version, usually with sleeves like 70% index ETFs + 30% crypto or 60% dividend ETFs + 40% individual growth picks.

How often should I rebalance the sleeves?

Annually at minimum. The whole point of having sleeves is to keep them roughly proportional — if your aggressive sleeve compounds to 70% of the portfolio, you're no longer running a Split Strategy, you're running a Growth Speculator portfolio.

Are you a Split Strategy?

Take the 60-second quiz to find out — or connect your real portfolio for the holdings-based version updated daily.