also:
This also explains the recent surge in interest in gold ETFs. “Morgan Stanley’s Chief Investment Officer, Mike Wilson, is the key figure advocating for the 60/20/20 portfolio with 20% allocated to gold. This marks a major shift from the traditional 60/40 equity-bond model.” So 60% stocks, 20% bonds, 20% gold.
I would never own that much Gold in a portfolio. I have roughly 60% in equities, 30% in real estate and 10% in fixed income. For me, real estate has proven to be a suitable inflation hedge.
20% is a lot ! I had 20% but sold back to 15%, which is still a lot (but I think there’s a lot of risk out there to US sovereign debt over the long term_
True that !! Especially if we don’t stop spending…..