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 / 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
🌐 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.
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REITs25%
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Intermediate Bonds15%
Gold7.5%
Commodities7.5%
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Bonds26%
Gold16%
Cash16%
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Gold25%
TIPS25%
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7Twelve Portfolio
A highly diversified multi-asset portfolio with 12 equally weighted sleeves across seven asset groups, designed to smooth returns across economic regimes.
US Stocks8.3%
International Developed Stocks8.3%
Emerging Markets Stocks8.3%
US Bonds8.3%
Others66.6%
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