The Blue Chip+ Bundle: Diversify across big tech and crypto in one tap

Diversifying just got a lot easier with the Blue Chip+ Bundle. This newest bundle, now available in the Luno app, makes it easy to get exposure to the leading technology companies that drive everyday life and the most established pioneer crypto assets.  

In a single investment, you’re tapping into market-leading tokenised stocks, including influential companies like Amazon and Apple, and also gaining access to Bitcoin and Ethereum, market-leading crypto assets. 

The Blue Chip+ Bundle connects these two worlds. The tech giants that power today’s digital economy, providing the platforms, devices, and services people rely on every day, while Bitcoin and Ethereum are driving innovation in DeFi and traditional finance.

All it takes is one app, one tap, and you’re instantly diversified across both established tech and high-potential crypto markets. It’s a balanced way to diversify your portfolio, all without the usual hassle of choosing which crypto and stocks to invest in. 

Whether you’re new to investing or looking for an easy way to broaden your exposure, the Blue Chip+ Bundle puts a thoughtfully balanced, multi-asset investment right at your fingertips. 

How is the Blue Chip+ Bundle weighted? 

The Blue Chip+ Bundle is designed to balance growth and resilience by spreading your investment across leading tech stocks and established crypto assets. Each asset is weighted to reflect its role in the portfolio, helping you stay diversified while managing risk. Here’s how the bundle is weighted this quarter. 

The bundle tracks the seven largest publicly listed companies in the US, along with the two largest cryptocurrencies by market capitalisation. Because markets change over time, the bundle is rebalanced every quarter. This means the assets included can change, ensuring the bundle stays aligned with its original goal.

Leading tech companies (70%, with each stock weighted 10%)

Apple (AAPL)

Microsoft (MSFT)

Amazon (AMZN)

Alphabet (GOOGL)

Meta Platforms (META)

Nvidia (NVDA)

Tesla (TSLA)

Leading crypto assets (30%)

Bitcoin (BTC) (20%)

Ethereum (ETH) (10%) 

Key benefits of the Blue Chip+ Bundle

A simple way to grow your portfolio

Invest in curated tech stocks and crypto assets with just a few taps in the Luno app, helping you build a balanced portfolio geared for growth markets.  

Easy diversification

Spread your investment across established investments in a single purchase, reducing the complexity of managing individual investments.

Effortless investing

One tap purchase and top-ups make it easy to grow your portfolio.

Let us do the lifting

The Blue Chip+ Bundle automatically rebalances every quarter to maintain its 70/30 allocation, adjusting as markets move, without you having to do anything. 

How rebalancing works in the Blue chip+ Bundle

The Blue Chip+ Bundle is designed to give you exposure to two powerful growth themes: the leading US tech companies and established cryptocurrencies like Bitcoin and Ethereum. From day one, your investment is split according to that idea: 70% in big tech, 20% in Bitcoin, and 10% in Ethereum.

But markets don’t stand still.

Over time, some assets will rise faster than others. For example, if Bitcoin surges in price, it could start to make up a much larger share of your bundle, say 40%, while the tech stocks and Ethereum shrink as a percentage of your total investment. Nothing has gone wrong, this is simply how markets behave. This is where rebalancing comes in.

Every quarter, the Blue Chip+ Bundle is automatically rebalanced to bring your investment back in line with its original weighting. Assets that have grown beyond their target allocation are reduced, while those that have fallen behind are topped up. Bitcoin is reset to 20%, Ethereum to 10%, and the seven tech stocks are evenly weighted again.

Importantly, this doesn’t change the total value of your investment. Instead, it keeps your portfolio aligned with the strategy you chose when you invested, without you needing to make trades, track markets, or adjust anything manually.

When the bundle is trimmed during rebalancing, Luno isn’t taking money out or moving it somewhere else. It’s simply selling a small portion of the asset that’s grown too large and redistributing that value into the other assets in the bundle.

So if Bitcoin has grown faster than everything else:

• A portion of your Bitcoin holding is sold
  

• That value is reallocated to Ethereum and the tech stocks to equalise the weighting
  

• Your total bundle value stays the same at that moment
  

• Nothing is paid out, withdrawn, or lost. The value just moves from one part of your bundle to another.

Getting started with The Blue Chip+ Bundle 

1. If you don’t have a Luno app, download the app from the App Store or Google Play store, and create an account. Log in if you already have an account
   

2. Fund your account with local currency
   
   
3. Tap Buy, then Bundles, and select Blue Chip+
   
   
4. You’re set to go. Luno will automatically rebalance your bundle every quarter to maintain the weighted target 

*Investing in crypto assets may result in capital loss. Luno (Pty) Ltd is an authorised financial services provider (FSP No. 53314) and registered credit provider (NCRCP22123). The information should not be construed as financial advice or as a solicitation to trade. All opinions and information provided are for informational purposes only.