Comments on Capital Mind: Gold is a Reasonable Investment: GW

Funny, I rolled my Gold puts into OTM Mar 2010 put...

2009-10-02T12:23:30.076+05:30

Funny, I rolled my Gold puts into OTM Mar 2010 puts the same day. Small position due to the puts being 30% OTM but I'd rather speculate in the other direction.

Silver has worked nicely as per textbook this year. Gold/Silver ratio normalizing.

For Indian Conditions, gold and Real Estate is one...

2009-10-02T01:26:17.313+05:30

For Indian Conditions, gold and Real Estate is one of the best investment choices. If one is prepared for a a little leverage can consider DSP-BR Gold fund or AIG Gold fund. Personally I invested (10% of my portfolio) in DSP in Nov. 08 and now sitting on 100% appreciation. Unfortunately these funds are treated as debt funds (although they invest in Gold Mining equities) and hence have to pay 20% LTCG. If someone wants to create a portfolio to beat Hyperinflation or Deflation, Gold is the best bet as gold is considered as store of value which cannot be printed like currency notes.

Personally I have 10% in Gold Miners, 10% in Gilt funds, 40% in Indian Equities and 40% in Dynamic Bond Funds. The first one to take care of Inflation including Hyper Inflation, Second one deflation and the rest for normal times. I do annual rebalancing.

This strategy has provided me with limited losses even during bad periods like we had last year.

MK

deepak sir please i dont know ur mailid.i want to ...

2009-09-30T16:39:02.994+05:30

deepak sir please i dont know ur mailid.i want to ask a question bcos i feel u r the one with indepth research skills.whether economy going up or down,central banks regulating the free flow of money every year some money is printed.so i have a feeling that every year money supply continuously increases so any idea in that direction please my mailid is satper@gmail.com