Alphabaskets: Gold fight, Who wins, Who loses

Discussion of the Gold portion of the Permanent Portfolio

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gizmo_rat
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Alphabaskets: Gold fight, Who wins, Who loses

Post by gizmo_rat »

http://alphabaskets.com/gold-fight-who- ... bout-gold/
The permanent portfolio calls for 25% in gold but that exposes the portfolio to a tremendous amount of volatility, more than most clients probably want. To the extent gold is a diversifier for equity exposure, too much in the diversifier and you no longer have an equity portfolio.
What is it about Gold that distracts Journos enough to write such nonsense ?
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Ad Orientem
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Re: Alphabaskets: Gold fight, Who wins, Who loses

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