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  5. FBTC: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. [Fidelity Wise Origin Bitcoin Fund Beneficial Interest]
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Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?
Asked by Allan on March 11, 2024
5i Research Answer:

As IBIT is a recent ETF, our data provider can take some time to properly update its sector and other allocations based on filings and public documents. As a temporary workaround, the US bitcoin ETF (FBTC) can be used and adjusted for the amount of holdings, or the Canadian bitcoin ETF (BTCC.B). 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in BTCC.B.

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