All that Glitters
Invest in precious metals like gold & silver
A portfolio that invests in precious metals like gold & silver to hedge your portfolio against inflation while generating steady returns proportional to the growth of rising commodities.
introducing: All that Glitters
The All that Glitters portfolio is a good way to diversify your portfolio and gain exposure to precious metals. Gold and silver are often seen as safe-haven assets, and they can help to hedge against inflation and other risks. This portfolio can help to reduce your overall risk, as the two metals tend to have different price movements. The funds in this portfolio track the price of gold & silver and provide investors with a way to invest in gold without having to buy physical commodities.
investment strategy
This portfolio aims to serve as a hedge against inflation by incorporating the following investment strategy.
Generate returns that are in line with the performance of physical silver & gold in domestic prices as derived from the LBMA AM fixing prices.
Strategically diversify investments in gold & silver funds to diversify the portfolio.
What you are investing in
Physical Silver and silver-related instruments.
Commodities that provide diversification as their price movements are less correlated to equities.
This portfolio aims to invest in 99.5% purity gold bullion.
Precious commodities that enable investors to park their excess funds safely for long periods of time.
historical performance in global markets
Over the last 4 years, silver has delivered approximately 63% absolute returns. Based on historical performance gold & silver funds have served as a good hedge against inflation in the long run.
All that Glitters: pros & cons
benefits
- Reduce your overall risk, as gold & silver have different price movements.
- Hedge against inflation.
- Highly liquid investments.
drawbacks
- Lower returns than other asset classes.
- Cannot outperform stocks & bonds.
- High fees.
annualized past returns
The investment objective of this portfolio is to provide the investor with the opportunity to create a hedge against inflation in their portfolio.
risk rating
High
who should invest in this
This type of portfolio is also a good option for investors who have a long-term investment horizon. Precious metals tend to generate lower returns than other asset classes, such as stocks and bonds, over the short term. However, they can perform well over the long term. This portfolio is a good option for investors who are looking to diversify their portfolios, hedge against inflation, and preserve their capital.
Age
18-50 years
Risk Profile
Aggresssive
Investment Horizon
3+ Years
Returns Expectations
Hedge against inflation
Ideal Financial goals
Emergency fund
current holdings
more Opportunities
view allUltimate Value
5+ Years investment horizon
33%
3 year CAGR
14%
NIFTY 500 TRI - 3Y CAGR
A long-term investment strategy that invests in undervalued companies with solid fundamentals.
Factor Focused
3+ Years investment horizon
12.45%
5 year CAGR
14%
NIFTY 500 TRI - 3Y CAGR
Ideal for quant geeks, this portfolio employs attributes like low volatility and high momentum, capturing distinct risk-return profiles in stocks.