History
Combines two popular real-asset sleeves with a stabilizing fixed-income ballast.
Philosophy
Balance real-estate income with monetary protection and bond stability.
Real Assets / Hard AssetsInflation hedgeREIT heavyModerateLow complexity
REITs & Gold Portfolio
A compact real-assets blend of listed property, gold and bonds.
Asset allocation
REITs
40%Gold
30%Bonds
30%Implementation
Local products and proxies
🌐 REITs & Gold 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.
Similar portfolios
Adjacent ideas in the atlas
Equal Real Assets Portfolio
An equal-weight real-assets allocation across REITs, gold, commodities and TIPS, designed to diversify inflation and scarcity exposures.
REITs25%
Gold25%
Commodities25%
TIPS25%
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Stocks REITs Gold Portfolio
A compact real-assets equity portfolio with stocks, REITs and gold.
Stocks50%
REITs25%
Gold25%
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7Twelve Portfolio
A highly diversified multi-asset portfolio with 12 equally weighted sleeves across seven asset groups, designed to smooth returns across economic regimes.
US Stocks8.3%
International Developed Stocks8.3%
Emerging Markets Stocks8.3%
US Bonds8.3%
Others66.6%
Open atlas entry
Real Assets Portfolio
A diversified real-assets portfolio built around property, gold, broad commodities and TIPS.
REITs30%
Gold30%
Commodities25%
TIPS15%
Open atlas entry
Swensen Real Assets Variant
A Swensen-inspired endowment allocation with a larger real-estate and inflation-linked bond sleeve.
US Stocks30%
International Stocks20%
REITs20%
TIPS15%
Bonds15%
Open atlas entry