CEF - CEF: A Gold And Silver Play When You Don't Know What Else To Do

• I have had a small allocation to gold and silver through CEF for a while. This has provided some relative stability in my portfolio over time.
• While I don't love the fact that metals are non-income producing assets, there are other benefits to owning them.
• Gold in particular has been a steady performer during times of enhanced volatility. Just as importantly, its correlation is very low with most other assets.
• Silver and gold demand are likely to rise in the years ahead. However, readers should remain aware that if interest rates rise much further, and at a fast pace, that is a big headwind.

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