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Wednesday · May 20, 2026
Brookstone: Should You Include Bitcoin in Client Retirement Portfolios?

Brookstone: Should You Include Bitcoin in Client Retirement Portfolios?

(Brookstone) In this video, Chief Investment Officer Mark DiOrio, CFA discusses whether advisors and retirees should consider incorporating Bitcoin into their retirement portfolios, referencing Fidelity's recent white paper titled "The Case for Bitcoin."

Watch it HERE.

He highlights the potential benefits and risks of allocating Bitcoin in retirement portfolios, suggesting a cautious approach with allocations ranging from zero to 5%, depending on the investor's risk profile. He emphasizes diversifying and aligning Bitcoin investments with long-term financial goals.

Mark also discusses the accessibility of Bitcoin investments through ETFs, drawing parallels to the introduction of gold ETFs in the past. Additionally, he touches upon the concept of Bitcoin halving and its potential impact on Bitcoin's price, emphasizing the need for careful consideration and prudent portfolio management.

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