Real Assets / Hard AssetsInflation hedgeREIT heavyModerateLow complexity

Stocks REITs Gold Portfolio

A compact real-assets equity portfolio with stocks, REITs and gold.

Asset allocation

Stocks

50%

REITs

25%

Gold

25%

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History

A minimal mix for investors who want growth, property exposure and gold without bonds.

Philosophy

Use equities for growth, REITs for property beta and gold for monetary diversification.

Implementation

Local products and proxies

🌐 Stocks 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.

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Real Assets Portfolio

A diversified real-assets portfolio built around property, gold, broad commodities and TIPS.