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Aug 05 2023

Gold: Not As Shiny

  • Aug 5, 2023

In mid-July, we sold our tactical portfolios’ small (2%-ish) position in physical gold ETFs. That holding had been built up from 2018 to 2020 to around 5.5% of the portfolio, then pared in early 2022 when Russia invaded Ukraine. That doesn’t mean we’re gold bears.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager