Rethinking Diversification: The Role of Gold in Investment Portfolios 2025

Your guide to the optimal allocation mix

The release of The Role of Gold in Investment Portfolios 2025 reveals why traditional 60/40 portfolios are under pressure. Our research spanning five decades across five major asset classes shows why gold deserves a strategic allocation.

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Why traditional 60/40 portfolios need reassessment

The Role of Gold in Investment Portfolios 2025 white paper cover

Market dynamics have shifted. Drawing on a 50-year analysis (1973-2024), our research indicates gold isn't just a crisis hedge. The data shows it has delivered long-term stability and improved risk-adjusted returns—even in "normal" economic environments.

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What 50 years of data reveals about gold’s strategic value

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Evidence-backed allocation ranges

Discover allocation ranges that improved portfolio resilience across market cycles
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Gold vs. equities, bonds, commodities, and the dollar

Historical performance analysis across five major asset classes
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Gold in inflation, deflation, stagflation, and volatility

How gold behaves across different economic scenarios and market conditions
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Practical ways to incorporate gold

Modern portfolio construction strategies for implementing gold allocation
50-year gold performance comparison chart across asset classes The role of gold in investment portfolios: Historical analysis and perspective” white paper by Jerry C. Wagner, J.D., and Daniel Poppe, CFA | Flexible Plan Investments, Ltd. (July 2025)
 

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Download The Role of Gold in Investment Portfolios 2025 to gain the knowledge you need to make informed decisions about the optimal asset class mix in 2025.

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Wealth Advisor Article Proactive Advisor Magazine Article World Gold Council
This white paper is provided for information purposes only. It should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd., cannot guarantee any particular investment's suitability or potential value. Information and data set forth herein have been obtained from sources believed to be reliable, but that cannot be guaranteed. Before investing, please read and understand Flexible Plan Investments, Ltd., ADV Part 2A and Part 3 (Form CRS). PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding 12 months is available upon written request.

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