Portfolio review

As you can see on the right, Portfolio Model, our portfolio is based on hedging risks. It includes stocks, gold and cash or short-term bonds.

In general, the performance is good: last year it returned 7.2% and this current year around 3% so far, basically due to the good behavior of gold.

Our 2 ETFs to track the stock market haven’t been the greatest, but they invest in solid business which pay dividends (DTN 2.7% and DOO 3.9%).

Gold finally decided to move upwards and now it is trading in uncharted territory. We still believe this is just the beginning:

As always, this is not a recommendation at all, but just a theoretical study of how gold and stocks combined can hedge market risks.