Quote:
Originally Posted by Malsua
I think everyone should hold some PM, but like 5% at best.
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If gold was that good, it would be higher than it is. .
If you want a longer term hard asset equity play, look at rare earth metals, which will have a high demand as the battery demands increase. . Of course, these have some chinese names as China has been trying to extort some African countries to give up their mines and metals in exchange for roads, etc.
Just another long term, small amount, 2% or so, portfolio which can add alpha over the long term
futuristic guy