Going 'Max Defense' And Adding Gold To My 2025 Model Portfolio

2025-04-20 09:53:12 ET

Summary

• I am going on the "maximum defensive" with my 2025 model portfolio update, moving out of direct equities funds and including gold.
• The portfolio consists of two mutual funds and three ETFs, all of which trade around alternative and defensive strategies, aimed at protecting wealth from our ongoing volatility event.
• I foresee more pain for equities markets, debt markets, and FX, meaning that active and defensive positioning is important, especially the addition of gold to the portfolio.
• The article includes how various risk tolerances should position themselves within the portfolio.
• Ultimately, I am fearful of current market conditions and advise both caution and adherence to prudence in investing.

Introduction

One of the few things that I have espoused consistently over my career as a financial advisor (which is admittedly fairly short, I was first licensed in 2021) is that investors would be better off served by an actively managed commodities strategy than by holding gold outright.

Most recently, I've been recommending investors consider one of these strategies in particular, the Simplify Managed Futures Strategy ETF ( CTA )....

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