Skip to content
Aug 05 2023
Stock Market

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.

tags

Gold Silver Real Interest Rates

Login

For full access, please enter your credentials.

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

current issue

featured articles

recent tags
[ALL]

Select Industries (176) Risk Aversion Index (115) U.S. Dollar (90) Breadth (106) NYSE Advance/Decline (20) Real Interest Rates (15) Gold (82) Silver (4) Russell 2000 (56) Major Advances (2) VLT Signals (25) S&P 500 Advances (1) Non-Recessionary Bottoms (1) Market Bottoms (2) S&P 500 Declines (2) Bear Market Rally (23) Federal Debt/Deficit (193) GDP (45) Presidential Election Cycle (31) Energy (89)