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Wealth & Strategy · Definition

What Is Portfolio Diversification?

Spreading investments across different asset classes to reduce risk.

Diversification means spreading your investments across different asset classes, sectors, and geographies to reduce the impact of any single investment performing poorly.

The Role of Precious Metals

PeriodS&P 500Gold
2008 Financial Crisis-37%+25%
2020 COVID Crash (Mar)-34%-4% (then rallied to record highs)
2022 Bear Market-19%-1%

How Much to Allocate

Financial advisors commonly recommend 5–15% of a portfolio in precious metals. The exact allocation depends on:

  • Your risk tolerance
  • Your age and time horizon
  • Your outlook on inflation and monetary policy
  • Your existing asset mix

Key Principle

Diversification does not guarantee profits or prevent losses. It does, however, reduce the probability that your entire portfolio suffers a catastrophic decline simultaneously.

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