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This article follows up on a hunch about getting gold exposure I talked about for my portfolio. In my trade ideas section, I mentioned that I will be building on upstream gold companies and have started researching.
The ideal portfolio weight is in equity (and equity derivatives) to make up 40% of the portfolio and 20% is in REIT and bonds or bond-like instruments. 10% in gold and precious metals through producers or royalty-companies rather than outright positions. So now I am focusing on what to add in for my 10% allocation.