RE:RE:RE:RE:Q1 Resultsmarben100 wrote:
Unlike some investors, I prefer to get my exposure to the gold price through dividend paying quality gold miners, rather than holding the metal directly. And I want some gold exposure in my portfolio, as a hedge against economic and political uncertainty.
The same strategy here. Holding high-quality dividend-paying producers and holding them for the long run. Endeavor, Polyus, Polymetal, and Newmont are my greatest positions. Curious how many of them are in common.
In the case of the physical metal, I think the Sovereign coin is the best exposure since it broadly recognized and is suitable for smaller transactions in difficult times (because of its relatively small value).
We haven't seen inflation in the western world for decades. However, I think we are near to the point where we have to inflate out our government debts (the on-balance sheet as well as the off-balance sheet).