How Does Gold Allocation Affect Investments?
Historical asset allocation calculator – from 2000 to present
Birch Gold Group offers no opinions or advice regarding how much, if any, of a customer's investment portfolio, retirement or otherwise, should be allocated to precious metals. The projections to be displayed are based on historical performance net of any transaction fees/costs charged. Such fees/costs will impact the overall rate of return, but are not factored into the performance. The performance figures for conventional stock and bond investments do not include dividends or dividend reinvestment. Past performance is not a guarantee of future returns and Birch Gold Group makes no representation or guarantees regarding precious metals or other investment performance.
How Does Gold Allocation Affect Investments?
Historical asset allocation calculator – from 2000 to present
Ending balance
With Gold
Without Gold
60/40 stock/bond allocation:
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*Results based on historical market data from 2000-present. Remaining portion of portfolio split 60/40 between stocks represented by the S&P 500 and bonds represented by U.S. 10-year Treasury bonds. Birch Gold Group offers no opinions or advice regarding how much, if any, of a customer’s investment portfolio, retirement or otherwise, should be allocated to precious metals or any other investment, such as stocks or bonds.
The provided calculation is based on the spot price of gold as reported on Macrotrends for the period indicated. Coin/bar prices may increase or decrease in tandem with spot prices, but may not depending on the type of coin/bar and supply/demand factors. The fact that spot price increase does not mean that physical precious metals will increase a similar amount or at all. The projections displayed are based on historical performance net of any transaction fees/costs. Such fees/costs would impact the overall rate of return, but are not factored into the performance.
The performance figures for bond investments do not include dividends or dividend reinvestment. Past performance is not a guarantee of future returns and Birch Gold Group makes no representation or guarantees regarding precious metals or other investment performance.
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