This basket contains equal amounts of the two most recognized cryptocurrencies, Bitcoin and Ethereum. These assets have historically been the largest by market capitalization and critical performance indicators of the broader crypto market.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
BTC
50%
ETH
10%
November 1, 2022
Assets with large market cap and a strong, established history.
Quarterly (by calendar quarter, not date onboarded)
Portfolio rebalancing will be performed at the end of the calendar quarter to bring allocations back to specified percentages. In the interim portfolio allocations will be subject to market volatility due to price movements.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
Learn MoreThis basket contains digital assets that provide tools and infrastructure for the crypto ecosystem, including: network scalability, data management, developer tools, payments, and security. The focus for this basket is to hold digital assets that provide necessary utility for the crypto ecosystem to function efficiently and effectively.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
LINK
30%
CRV
30%
MKR
30%
ETH
10%
November 1, 2022
Assets providing tools and infrastructure for the crypto ecosystem
Quarterly (by calendar quarter, not date onboarded)
Portfolio rebalancing will be performed at the end of the calendar quarter to bring allocations back to specified percentages. In the interim portfolio allocations will be subject to market volatility due to price movements.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
Learn MoreSimilar to assets in traditional finance, this basket contains assets that have large market capitalization, a strong track record of adoption, and have an established history. These assets are not defined by any particular sector and provide broad exposure to well established crypto assets.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
BTC
30%
ETH
20%
LINK
30%
LTC
20%
November 1, 2022
Assets with large market cap and a strong, established history.
Quarterly (by calendar quarter, not date onboarded)
Portfolio rebalancing will be performed at the end of the calendar quarter to bring allocations back to specified percentages. In the interim portfolio allocations will be subject to market volatility due to price movements.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
Learn MoreThe DeFi Basket invests in digital assets that are primarily focused on decentralized financial applications. These assets provide traditional financial products without the use of an intermediary. DeFi projects can include exchanges, lending, derivatives, savings accounts, and many more.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
AAVE
40%
COMP
40%
UNI
20%
November 1, 2022
Three governance tokens focused on decentralized finance (DeFi)
Adjusted the first day of each calendar quarter
Portfolio rebalancing will be performed at the end of the calendar quarter to bring allocations back to specified percentages. In the interim portfolio allocations will be subject to market volatility due to price movements.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
Learn MoreThe Layer1 Basket is comprised of cryptocurrencies that operate their own blockchain network. These specific networks sometimes allow developers to build custom applications on top of the blockchains using smart contracts. This basket provides investors with exposure to alternative blockchains outside of Ethereum and Bitcoin.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
SOL
20%
LTC
25%
XTZ
15%
FTM
15%
DOT
25%
November 1, 2022
Cryptocurrencies operating on their own blockchain networks
Adjusted the first day of each calendar quarter
Portfolio rebalancing will be performed at the end of the calendar quarter to bring allocations back to specified percentages. In the interim portfolio allocations will be subject to market volatility due to price movements.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
Learn MoreThe Web3 Basket contains assets centered around the metaverse and the next iteration of the internet’s evolution. Gaming, entertainment, privacy, and sovereignty are some of the focus of Web3 assets. This sector represents many of the newest assets and is the most speculative basket that Shrimpy Advisory currently offers.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
MANA
30%
AXS
25%
SAND
25%
ENJ
20%
November 1, 2022
Assets focused around the metaverse and gaming.
Adjusted the first day of each calendar quarter
Portfolio rebalancing will be performed at the end of the calendar quarter to bring allocations back to specified percentages. In the interim portfolio allocations will be subject to market volatility due to price movements.
Lower Risk*
*This risk level is only factoring in the risk of the digital assets.
Learn MoreWe are a registered investment advisor (RIA)* that offers a safe, secure, automated financial cryptocurrency investment service. Our platform diversifies your capital to reflect your financial goals and appetite for risk. Shrimpy advisory helps to create a long-term crypto investment opportunity.
Investors will open an account, answer a few questions regarding their personal finance goals, and deposit funds electronically. Shrimpy Advisory will allocate your funds among one or more curated cryptocurrency baskets that balance your financial goals with your tolerance for risk.
At launch, we will only be serving clients based in the United States.
At launch, Shrimpy Advisory will not function as a retirement account. However, this is a capability we plan to include in the future.
Shrimpy Advisory only partners with industry leading custodians, exchanges, and service providers. We are fully registered as an investment advisor with the SEC* and our team has experience with financial markets and cryptocurrency.
The word Shrimpy stands for you, the average investor. We don’t build products for the rich, wealthy, or whales. We build products that are accessible to everyone and make you feel like friends, family, and colleagues. Our name reminds us that we aren't a stuffy corporation, we're a brand for the people.
In general, Shrimpy Advisory rebalances on a quarterly basis. However, Shrimpy Advisory will also perform trades when new funds are deposited or funds are withdrawn. This allows us to keep your portfolio in balance between quarterly rebalances.
There are trading fees passed on from exchanges and network fees when making deposits or withdrawals.