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Independent Wealth Management Forum 2019 HK - Exclusive Insights - Joshua Rotbart - 2

Joshua Rotbart of J. Rotbart & Co.

Oct 28, 2019

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1. What’s its role in a client portfolio?

Video transcript

1. What’s its role in a client portfolio?

Statistically, allocation of gold of between 3-10% in one's portfolio enhanced the risk adjusted return. So, when client looks from a diversification point of view, from a safe and very liquid assets point of view, gold is a very good solution. So then between 3-10% of one's portfolio should be invested in gold. And, of course, for the medium- to long-term, we think physical gold is the most secure and best way to do it.

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