History
Designed around the inflation-sensitivity building blocks used in many macro portfolios.
Philosophy
Prioritize purchasing-power resilience over maximum equity growth.
Real Assets & Monetary RefugeInflation hedgeReal Assets / Hard AssetsInflation hedgeReal assetsDefensiveMedium complexity
Inflation Protection Portfolio
A defensive inflation hedge built from TIPS, gold, commodities and a smaller equity sleeve.
Asset allocation
TIPS
30%Gold
25%Commodities
25%Stocks
20%Performance
How this allocation behaved across modern markets
Annual rebalancing, local bond and cash proxies where relevant, and optional inflation adjustment through CPI.
2004-2024Log scale
CAGR
5.5%
2004-2024
Max drawdown
-21.0%
Volatility
10.4%
Worst year
-19.1%
2008
Implementation
Local products and proxies
Global · Inflation Protection Portfolio implementation
Long-term individual investor
Use broad, low-cost funds or ETFs matching each asset class.
Account notes: Implementation depends on local account types and tax wrappers.
Costs: Prefer low-cost, liquid vehicles.
Rebalancing: Annual rebalancing or tolerance bands.
Tax: Country-specific tax treatment should be reviewed before implementation.
Product names are implementation examples for research. Availability, taxation, share classes and suitability should be checked with the investor's broker and tax situation.
Similar portfolios
Adjacent ideas in the atlas
Inflation Barbell Portfolio
A barbell that mixes equity growth with gold, TIPS and broad commodities.
Stocks35%
Gold25%
TIPS25%
Commodities15%
Equal Real Assets Portfolio
An equal-weight real-assets allocation across REITs, gold, commodities and TIPS, designed to diversify inflation and scarcity exposures.
REITs25%
Gold25%
Commodities25%
TIPS25%
Real Assets Portfolio
A diversified real-assets portfolio built around property, gold, broad commodities and TIPS.
REITs30%
Gold30%
Commodities25%
TIPS15%
Commodity Trend Portfolio
An aggressive inflation and crisis-hedge portfolio combining broad commodity beta, managed futures trend following, gold and cash.
Commodities40%
Managed Futures30%
Gold20%
Cash10%
Precious Metals Portfolio
A broader precious-metals sleeve with gold, silver, commodities and liquidity.
Gold50%
Silver25%
Commodities15%
Cash10%