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How much Gold allocation is good ?
Portfolios with Gold Are Holding Strong . . . .

15 April 2025 · Tuesday
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Good evening, WeekendInvestor
Today’s Daily Byte
We’re in the middle of a short trading week — Monday was a holiday and Friday is off again — so it’s a compact three-day stretch in the markets. But what a fiery start to this mini-week! The markets have exploded upwards, catching many off guard, and there’s a lot to unpack.
The rally seems largely driven by some softening of tensions in the ongoing US-China tariff saga. Over the weekend, former US President Trump took a step back from his earlier stance, announcing a dilution of tariffs on a range of tech products including computers, electronics, and semiconductor chips. These sectors alone make up about 25% of China’s exports to the US, so the rollback is quite significant. While the move may paint the US in a slightly weaker light, it shows a realization that the previous tough stance was unsustainable. China, not to be outdone, responded today by freezing deliveries of Boeing jets. This tit-for-tat continues, but markets are clearly optimistic for now.
Today, apart from the fireworks in the indices, we’re also diving into a very important topic — the real story behind bonus issues and stock splits.
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Top Trending Strategies
Mi NNF10This 10 stock - monthly rebalanced portfolio is a popular strategy that invests in top 10 trending stocks from the Nifty Next 50 index. | Mi EvergreenThis 20 stock monthly rebalanced portfolio selects large and mid cap stocks from the CNX200 index with a fixed 25% allocation to Gold ETF. |
How much Gold allocation is good ?
Gold has proven itself as a solid investment when held over long periods. A recent dataset shows gold’s performance in US dollar terms over different purchase dates.
For example, if someone bought gold in January 2000, the annualized return would be around 10%. Buying in January 2011 would have given you a 6.2% return per year, and gold purchased in January 2022 has shown a 19% return per year till now.
The return figures range between 4% and more than 30%, depending on when you bought. . . .
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The Momentum Podcast
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Don’t miss it—this one’s packed with insights!
Are you able to spot changing trends ?
One of the most important things to understand in investing is that change is natural. If something is not changing, it means it’s not moving forward. Whether it is markets, trends, or sectors—change is always happening.
Leadership changes, sectors go out of favour, and some stocks rise while others fall. There will always be a new flavour in the market, and something else will be forgotten. This is not wrong. It is how the market works. Instead of fighting the change, we must accept it and learn to follow it.. . . . .
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