Small changes in our portfolio

Gold has gone down from its peak (19 to 16), and after some time it seems it's rebounding now. Preparing our portfolio to hedge what we think is going to be a scenario with very high inflation, we start to buy some gold through gold mines, using a Blackrock fund called World Gold (more information here). We got rid of Dexia Arbitrage which was stuck.

On the other hand, we are moving some investments from our money market fund (Pictet) to Inflation Linked Bonds, again with the same idea of protection.

You can check out our portfolio here (besides there is a direct link on the right of our web underneath Other Articles). We own 42% in bond related products, the rest is allocated in stocks and others.