| How Much Gold Do I Need In My Portfolio Last week we saw, Stephen Flood, CEO of GoldCore, Mark O'Byrne of Health Wealth Gold, and Dave Russell of GoldCoreTV, discussing if it is possible to build the #perfectportfolio for the next 10 years by identifying the current megatrends that we are seeing emerging and suggesting how they might affect your portfolio. In this episode of the #Goldnomics podcast, they address which elements they believe should be included in the portfolio in order to both protect you from and take advantage of these megatrends. Given today's scenario, all three believe that everyone should re-evaluate their portfolio. As prudent investing would suggest not having all your eggs in precious metals, what other asset classes and assets should you be considering? Mark's investment portfolio includes: Precious metals - 64%, wherein he allocates 30% in gold, 30% in Silver, and 4% in platinum, but for him, this is not with regards to a 10-year view but more likely to be for 2 years, since he believes he would change the allocations in precious metals when they outperform other asset classes. Stocks- He believes stocks should be a hedge against inflation and so he allocates 10% to equities. Although he prefers buying stocks in natural resources rather than buying S&P500 or the MSCI world index because this will always remain in demand. Property- Mainly focusing on residential property, he allocates 10% and feels that there will be a growth in demand in this sector around the world. Cash- Allocating 10% in cash is a bit high but he considers this as an opportunity to acquire other assets in time. Cryptocurrencies- According to Mark, it is advisable to invest some amount in the crypto universe. He encourages everyone to learn more about this asset class and its technology and as a result, he put 3% in cryptocurrencies. Trading- 3% is allocated in trading since he believes trading is another good option for enhancing yield Stephen's Investment Portfolio Precious metals- 10%, within this he allocates 75% to gold and 25% to silver since silver is more volatile. He further discusses the pros and cons of precious metals investing. Cash- In his opinion it is good to have 5% of your portfolio for cash and also suggests having it in different currencies. Stocks- He gives 25% to stocks, but believes it is important to look at the changing demographics. As a result, he is investing in healthcare, technology & blockchain. Property & Bonds- Together it consists 45% of your portfolio. According to him, the property market is a tangible asset and it is good to have a certain share dedicated to the property market. Even though bonds are overvalued, he sees opportunities in the peer-to-peer lending markets. Speculation - He allocates 15% to speculating on things like bitcoin and others. However, he warns that this should be done only with money you can afford to lose. Dave's Pension Portfolio Stocks- He allocated 40% in stocks and identified 4 key areas where is going to invest. First is resources, then renewable energy, freshwater, and the fourth are the dividend aristocrats. Property via fund- He allocates 20%, keeping in mind the nature of this portfolio which is for the pension holder, he wants to make it hassle-free so he would invest via funds Bonds- Since the Western bond markets won't perform well in the coming inflationary environment for fixed income he is looking East to China. So he putting 10% in Chinese bonds. Precious metals- He allocates 30% wherein he gives 25% to gold and 75% to silver, as he believes the silver market fundamentals will continue to be favourable in coming years. Lastly, he mentions that in his portfolio there's no allocation for cryptos since he's not a huge fan of this. You can watch the previous #Goldnomics podcast on How to Build a Long Term Portfolio: For the Next 10 Years here: If you're looking to buy gold or silver coins or bars, GoldCore currently has good stocks available visit the following website to learn more: US & ROTW - https://www.GoldCore.com UK - https://www.GoldCore.co.uk Ireland - https://www.GoldCore.ie 00:00 - Intro 01:49 - Mark's Investment Portfolio 08:35 - Stephen's Investment Portfolio 18:34 - Dave's Pension Portfolio 31:56 - Summary _________________________________________________________________ GoldCore TV is the home of precious metals market information. Our channel features news, interviews and podcasts with prominent industry figures to help people make informed investment decisions. Subscribe to our channel to stay up to date on the latest precious metals news and views. Follow us on social media: Facebook - https://www.facebook.com/GoldCore Twitter - https://twitter.com/GoldCore Disclaimer: Videos published are not investment advice and the views expressed may not reflect those of GoldCore ltd. |
GoldCore.com was founded in 2003 and has become one of the leading bullion brokers in the world for both delivery and storage.
Tags: Featured
20 comments
Skip to comment form ↓
FoyshaCollection
2021-05-04 at 15:37 (UTC 2) Link to this comment
I have a fairly large pysical precious metals holdings which I have not added to for about 10 years.
On the equity front I have recently diversified away from predominantly Gold and Silver into Uranium, Oil, Base Metals, Rare Earths, PGM and some Tech. No Crypto!
Greg Smith
2021-05-04 at 16:05 (UTC 2) Link to this comment
Bitcoin is going to be drained with the swamp !
capailldubh
2021-05-04 at 16:10 (UTC 2) Link to this comment
10% loads.
jim c.
2021-05-04 at 19:46 (UTC 2) Link to this comment
????in the 1850's the federal gov't passed a law making foreign coins and currency illegal as legal tender in the united states so since we do not know where bitcoin comes from does bitcoin used as currency violate this law????
sasquatch 79
2021-05-04 at 20:10 (UTC 2) Link to this comment
concrete information…
John Galt
2021-05-05 at 01:50 (UTC 2) Link to this comment
60% sounds like a good start along the way to 100%… LOL
SilverLong 2TheMoon
2021-05-05 at 10:01 (UTC 2) Link to this comment
25% Gold and Silver Streaming & Royalty companies
15% Physical Gold and Silver (No SLV or GLD)
15% Cash
10% Gold and Silver junior miners stocks
10% Uranium producer stocks
10% Crypto (and HIVE Blockchain stock)
5% Copper producer stocks
5% Physical Platinum & Palladium (SPPP)
5% Helium, Scandium, and various other speculative things
Stephane Pasquier
2021-05-05 at 10:46 (UTC 2) Link to this comment
Me, 99% Gold & Silver Bullion, 1% USD. Our monetary system will not survive the current (World) Governments response to Covid-19. With total World debt at 3.5 annual World GDP, our system can only blow up. We are in the final exponential phase now. Final firework will come in the near future.
Alexander G
2021-05-05 at 10:52 (UTC 2) Link to this comment
This mostly suited for company director with self administred pension plans to take advantage of taxation . For average joe in Ireland with PIT of 50+% for middle earners and CGT of 33% – why bother with any of these???
Blane Hartleb
2021-05-05 at 12:29 (UTC 2) Link to this comment
Stop pushing Metals so hard. Metals have been a TURD and will be. They hold value…but that is it. I would say 20% is wise.
Rental Properties CRUSH Metals….and give you a HUGE tax advantage. Balance is the key.
Real Estate
Metals
Crypto
Energy Stocks
Cash
All of this AFTER you are out of debt.
Carla Langston
2021-05-06 at 08:21 (UTC 2) Link to this comment
People will be kicking themselves in few weeks if they miss the opportunity to buy and invest in Bitcoin as it's retracing….BE WISE
Carla Langston
2021-05-06 at 08:21 (UTC 2) Link to this comment
People will be kicking themselves in few weeks if they miss the opportunity to buy and invest in Bitcoin as it's retracing….BE WISE
Frank Scott
2021-05-06 at 08:23 (UTC 2) Link to this comment
Investing in Crypto now is very cool now especially with the current rise in the market now
Bruno Miles
2021-05-06 at 08:24 (UTC 2) Link to this comment
Stocks are good too
Nathalie Camp
2021-05-06 at 23:09 (UTC 2) Link to this comment
With the current increase in the market, I see Cryptocurrency as ultimately becoming a reserve currency for banks, playing much the same role as gold did in the early days of banking. Banks could issue digital cash with greater anonymity and lighter weight, more efficient transactions
Bexley Leighton
2021-05-06 at 23:46 (UTC 2) Link to this comment
Oh wow you invest with Mrs Emilia too? I never knew she was much of an experienced trader, been on her telegrm for a while now but was skeptical, guess I’ll have to check her out again because I’m frustrated having to lose money, I need a trusted broker with experience
Sean Barrett
2021-05-06 at 23:50 (UTC 2) Link to this comment
Is there a link to her platform or how can I get in contact with her? I’d love to diversify and try out new investments in the ALT coin market
Nathalie Camp
2021-05-06 at 23:57 (UTC 2) Link to this comment
@Sean Barrett you can reach her on telegrm
Nathalie Camp
2021-05-07 at 00:00 (UTC 2) Link to this comment
her handle is emiliagreeninvestment
George Anderson
2021-05-07 at 00:38 (UTC 2) Link to this comment
very much impressed to see my broker well presented, thanks to her my losses in trading crypto has been below minimum and the best part is the fact that i been able to withdraw my profits without any stress since i started trading