We wrote an article for Seeking Alpha on July 10, 2017 called, "What's Missing From Charlie Munger's Portfolio". Here is the summary...
Cryptocurrencies like Bitcoin and Ether are a new asset class that deserves consideration as part of a diversified portfolio.
We compare Bitcoin and Ether with fiat money along nine factors. We find that there are real world advantages to crypto that will likely grow in time.
We examine the risk, return, correlation, and skewness profile of Bitcoin. We find that increased use has decreased volatility and improved the investment profile.
Crypto risks are numerous and include regulations, vested interests, price speculation, valuation challenges, and constantly evolving financial technologies.
This article was published in 2017... but is still just as relevant today.
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