History
Stock-gold mixes are a minimal way to study growth assets plus monetary hedges.
Philosophy
Own productive assets for growth and gold for crisis and inflation diversification.
Real Assets & Monetary RefugeHard assets basketReal Assets / Hard AssetsInflation hedgeReal assetsModerateLow complexity
Stocks & Gold Portfolio
A simple two-sleeve portfolio combining equity growth with gold protection.
Asset allocation
Stocks
70%Gold
30%Performance
How this allocation behaved across modern markets
Annual rebalancing, local bond and cash proxies where relevant, and optional inflation adjustment through CPI.
1970-2024Log scale
CAGR
9.6%
1970-2024
Max drawdown
-26.9%
Volatility
13.1%
Worst year
-26.9%
2008
Implementation
Local products and proxies
Global · Stocks & Gold 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
Stocks REITs Gold Portfolio
A compact real-assets equity portfolio with stocks, REITs and gold.
Stocks50%
REITs25%
Gold25%
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%
REITs & Gold Portfolio
A compact real-assets blend of listed property, gold and bonds.
REITs40%
Gold30%
Bonds30%