THIRTY-FIVE FREQUENTLY ASKED QUESTIONS ANSWERED 261same place. They are why I do what I do. Those are the people
who are victimized, who are most likely to be victimized again
and have always been victimized throughout history by infla-
tion. Meanwhile, it’s always the insiders, the hedge fund types
and the government officials who see it coming and are in the
position to protect themselves.
Candidly, there are probably people who I’ve spoken to
who wouldn’t be entirely happy if they knew what I wrote in
Strategic Intelligence, but maybe they’re not subscribers.
My point is that the picture’s a lot more nuanced and com-
plex. The government’s a lot more diverse. There are people
inside who don’t like what they see, and any suggestion that
I’m operating within a monolithic system isn’t true.
- What does your personal portfolio look like? What
percentage of your money is in physical gold and/or sil-
ver, and do you own any stocks?
My personal portfolio is a blend of cash, fine art, gold,
silver, land and private equity. I do not own any publicly trad-
ed stocks or bonds, partly due to restrictions under various
regulatory requirements applicable to my role as a portfolio
strategist and newsletter writer.
The mix in my portfolio changes from time to time based
on valuations of the particular asset classes. My recommended
mix is 10% precious metals, 10% fine art, 30% cash, 20% land
and 30% alternatives such as hedge funds, private equity and
venture capital.
Currently, my personal allocation is overweight land, fine
art and private equity and underweight cash and precious met-
als. However, this will change, because the fine art fund is cur-
rently making profit distributions, which are being reallocated
to gold, at what I consider to be a good entry point, and to cash.
All investors should be able to purchase precious metals
and land and hold cash without difficulty. Alternatives such as