27/05/2026
๐๐ผ๐ ๐บ๐๐ฐ๐ต ๐ด๐ผ๐น๐ฑ ๐๐ต๐ผ๐๐น๐ฑ ๐๐ผ๐ ๐ผ๐๐ป ๐ถ๐ป ๐ฎ๐ฌ๐ฎ๐ฒ? Three reference points. Read more: https://jrotbart.com/how-much-gold-should-i-own-2026/?utm_source=Facebook&utm_medium=socialmedia&utm_content=HowMuchOwnMay26
๐ข๐ป๐ฒ. The World Gold Council's Gold as a Strategic Asset 2025 edition shows that adding 5% gold to a hypothetical USD portfolio of 50% equities, 40% fixed income, and 10% alternatives lifts the 20 years risk adjusted return metric from 63.3% to 66.9%, while reducing maximum drawdown from minus 35.3% to minus 33.0%.
๐ง๐๐ผ. The UBS Global Family Office Report 2025, drawn from 317 single family offices across more than 30 markets, puts the average strategic allocation to gold and precious metals at 2C globally, with 19% of family offices using precious metals and 21% planning to increase over the next 5 years.
๐ง๐ต๐ฟ๐ฒ๐ฒ. A May 2025 update from the WGC argues that as the diversification benefit of government bonds has weakened against equities, modelling suggests a larger gold weight is needed to hold portfolio risk constant.
The defensible range for HNW portfolios in 2026 is wider than the legacy 5% ceiling. The right band depends on your specific exposures.
The Value Experts at J. Rotbart & Co. work this through with HNW and family-office clients.
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