BY ROBERT FL IGEL
Informed Investing: Efficient Frontier – 1979-2018
Source: L.A. Research, Pennsylvania State University.
It has always been my contention that investors should have a small percentage (5-15%) of investible assets in something other than fixed income and equity products and, ideally, something that will also smooth out asset returns. Gold and rare coins fill the bill and smooth out the holdings. Given the good news of increasing life spans and medical breakthroughs, many Americans will live a long time. So investment assets need to keep pace with inflation and, frankly, expenses. Inflationary pressures, government debt, and world turmoil all poses risks that could disrupt financial security.