History
Real-assets allocations are common in institutional inflation-resilience toolkits.
Philosophy
Combine assets with explicit or implicit links to inflation, scarcity and replacement cost.
Real Assets & Monetary RefugeHard assets basketReal Assets / Hard AssetsInflation hedgeReal assetsModerateMedium complexity
Real Assets Portfolio
A diversified real-assets portfolio built around property, gold, broad commodities and TIPS.
Asset allocation
REITs
30%Gold
30%Commodities
25%TIPS
15%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
6.4%
2004-2024
Max drawdown
-21.9%
Volatility
11.6%
Worst year
-21.9%
2008
Implementation
Local products and proxies
Global · Real Assets 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
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%
UCITS Real Assets Portfolio
A UCITS-friendly real-assets portfolio using REITs, gold ETCs, commodities ETCs and inflation-linked bonds.
Global REITs30%
Gold30%
Commodities25%
Inflation Linked Bonds15%
Inflation Barbell Portfolio
A barbell that mixes equity growth with gold, TIPS and broad commodities.
Stocks35%
Gold25%
TIPS25%
Commodities15%
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%
Inflation Protection Portfolio
A defensive inflation hedge built from TIPS, gold, commodities and a smaller equity sleeve.
TIPS30%
Gold25%
Commodities25%
Stocks20%