OAK Portfolios
Explore OAK Research portfolios of crypto and TradFi assets, with investment theses, risk profiles and historical performance compared with Bitcoin.
Model portfolios, tracked against Bitcoin
Explore analyst-built allocations of crypto and TradFi assets, each with a clear thesis, a risk score, and performance tracked against Bitcoin.
- Transparent allocations and theses
- Performance tracked against Bitcoin
- A risk score on every portfolio
Balanced Majors
5 assets
Total return
+58.40%
Allocation
vs Bitcoin
+23.00%See what Premium unlocks
Every premium feature, recreated below. Open any of them in a new tab to explore the real thing.
In-depth reports, reserved for members
Our most thorough reports and analyses are premium. Get the full research behind the markets, sectors and protocols that matter.
- Full-length reports and analyses
- Markets, sectors and protocols covered in depth
- New premium research published regularly
Gold, silver and crypto: making sense of the sell-off
The stablecoin sector: who wins the next cycle
Modular blockchains: a deep-dive into the thesis
What is an OAK Research Portfolio?
An OAK Portfolio is a curated allocation of crypto and traditional finance assets, designed by OAK Research analysts. Each portfolio has a clear thesis, a risk profile, and a defined mix of assets. We track its hypothetical historical performance against Bitcoin so you can see whether the strategy outperforms a simple BTC buy-and-hold.
How does the risk score work?
The risk score ranges from 0 (very safe) to 100 (very risky). It reflects the volatility, concentration, and asset profile of the portfolio. Lower-risk portfolios lean on more established or diversified positions; higher-risk ones target asymmetric upside with tighter exposure.
Portfolios are tools provided for informational purposes only and should not be considered as financial advice. Past performance does not guarantee future results. Always do your own research before making any investment decision.