WisdomTree Physical Gold

The Optimal Gold Allocation – How Much Gold Does Your Portfolio Need? (Incrementum)

In this special publication we explore the critical role that gold plays in a diversified investment portfolio. As markets continue to navigate uncertainty, understanding the strategic benefits of gold allocation is more important than ever. How much gold does your portfolio need?

https://www.incrementum.li/en/journal/the-optimal-gold-allocation-how-much-gold-does-your-portfolio-need/?weekend-reading-link_desc-050924/

https://www.incrementum.li/en/?ddownload=148

$IGLN (-0,91 %)
$PHGP (+0,02 %)
$EWG2 (-0,3 %)
$4GLD (-0,35 %)

GOLD PRICE vs ETF flows

Since the onset of the Ukraine war, we have seen a significant decoupling between gold prices and ETF Gold flows. However, it look like a new trend is emerging - ETF flows are now turning positive again.

More bullish move ahead? 

source : zerohedge

$IGLN (-0,91 %)
$PHGP (+0,02 %)
$EWG2 (-0,3 %)
$4GLD (-0,35 %)
$965515 (+1,07 %)
$SPGP (+0,79 %)

Hello everyone!

Small introduction: very new to getquin and "focussed" investing. 34 years old, Belgian, and I have done some very small investing (buying stocks, bonds, crypto) in the past few years, but never gave it too much thought and effort (total below 4 figures and did not have the time (work and 3 kids :-)).

Being self-employed, last year brought some large shifts. I have some spare time and am investing around 50k at the moment (which is a lot for me compared to some other portfolios I see here on getquin these past few days). I find myself enjoying following the markets and reading up on technical analysis a lot. Definitely not in this for day trading, but for the long term.

So goals: long term + have something better than the savings account our bank offers (which is not that hard).

I know myself and I get “enthusiastic” quickly about something, so in order to keep me from investing everything into crypto for example, I set these percentages for the ETFs, stocks and crypto I am investing in. This allows me to see where to put new money or what to buy next. Definitely keeping me from dumping everything into $BTC (-0 %) at the moment :-).

What I am looking for, honest advice or feedback on this strategy and percentages. I am in the tech business myself, partially explaining the tech heavy focus. Again, I enjoy watching the markets and taking some risk, hence not going 100% $IWDA (+0,23 %) or other single world ETF strategy ;-).

Thank you!

WORLD (30%)

25% $IWDA (+0,23 %) to cover the developed world

5% $EIMI (-0,21 %) to cover the emerging markets

S&P500 (30%)

20% $CSPX (+0,32 %) to track main S&P500

5% $XLKS (-0,2 %) for heavy tech focus

5% $GMVM (+0,65 %) for sustainable focus

TECH THEMATIC (10%)

5% $CSNDX (-0,01 %) to track nasdaq

5% $SEMI (+0,49 %) focus (AI) tech

REGION (10%)

5% $IJPA (-0,56 %) tracking Japan due to personal interest

5% $CSSX5E (-0,33 %) focus on EU

CRYPTO (10%)

9% $BTC (-0 %)

1% $ETH (+0,89 %)

OTHERS (10%)

5% $PHGP (+0,02 %) tracking gold for stability and fun

5% small stocks combined, personal interest in specific companies