Real Assets / Hard AssetsInflation hedgeReal assetsModerateMedium complexity

Inflation Barbell Portfolio

A barbell that mixes equity growth with gold, TIPS and broad commodities.

Asset allocation

Stocks
35%
Gold
25%
TIPS
25%
Commodities
15%

History

Barbell designs separate growth exposure from explicit inflation hedges.

Philosophy

Let stocks drive long-run growth while real assets defend against inflation shocks.

Implementation

Local products and proxies

🌐 Inflation Barbell Portfolio implementation

Long-term individual investor

Use broad, low-cost funds or ETFs matching each asset class.

Account notes: Implementation depends on local account types and tax wrappers.

Costs: Prefer low-cost, liquid vehicles.

Rebalancing: Annual rebalancing or tolerance bands.

Tax: Country-specific tax treatment should be reviewed before implementation.

Product names are implementation examples for research. Availability, taxation, share classes and suitability should be checked with the investor's broker and tax situation.

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