History
Hard-assets portfolios focus on tangible or scarcity-linked investments.
Philosophy
Emphasize assets with direct links to physical scarcity, replacement cost and inflation.
Real Assets / Hard AssetsInflation hedgeGold heavyAggressiveMedium complexity
Hard Assets Portfolio
An aggressive hard-assets portfolio built from gold, commodities, REITs and cash.
Asset allocation
Gold
35%Commodities
30%REITs
25%Cash
10%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
6.1%
1970-2024
Max drawdown
-30.9%
Volatility
12.7%
Worst year
-16.0%
1981
Implementation
Local products and proxies
🌐 Hard 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.
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Adjacent ideas in the atlas
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Commodities40%
Managed Futures30%
Gold20%
Cash10%
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Precious Metals Portfolio
A broader precious-metals sleeve with gold, silver, commodities and liquidity.
Gold50%
Silver25%
Commodities15%
Cash10%
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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%
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Real Assets Portfolio
A diversified real-assets portfolio built around property, gold, broad commodities and TIPS.
REITs30%
Gold30%
Commodities25%
TIPS15%
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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%
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