Are Gold and Silver Good Inflationary Investments?

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Easan Arulanantham:

Some people talk about, you know, investing in gold and silver when there’s high inflation, you know, what are your thoughts on these trends over time?

Tom Vaughan:


Yeah, actually been asked that a lot, I’ve looked at it a lot, it comes up, you know, there’s a couple of ETFs, that I pretty much constantly follow, you know, GLD, which is for gold and SLV, which is for silver. And I’m constantly putting them in on a back testing basis and trying to see what happens in different scenarios. For me, the key criteria isn’t so much fighting inflation, it is protecting my stock market portfolio. And one of the problems I’ve had with gold, specifically, and even silver for that matter, is that in these big downturns, like in 2008, they came down pretty heavily, you know, versus a treasuries, which came down less or exact for looking at 2020. Here, treasuries went up quite nicely, actually. So I’m a huge believer in the fact that we make money in two areas in our lives, our real estate and our stocks. And so I don’t deal with the real estate much, you know, that would be your own home or rental properties, or what have you. But the stocks I do, and so whatever percentage stocks that you have, that works for you in our portfolio, I want to protect that. And so gold theoretically is a protection. But it has fallen quite heavily several times during some of these big downturns combine that recession, with with a down stock market and end up with negative 36%.

And gold is the best hedge there. It’s working right now. I mean, I just said earlier in my summary, that the total stock market index is essentially flat for the last six months. GLD is up 5.4%. So it’s not a bad piece in this particular environment. And essentially, you know, it’s held up when the market came down. And I do like that, especially in this environment where bonds aren’t holding up either. So I don’t have a problem within a portfolio, I just don’t normally add it because it’s creating a higher level of volatility in that one component. And I’m not getting a big payoff to protect my stock portfolio. This is a downturn, but this isn’t the downturn I’m concerned with. I’m concerned with the ones that are 20, 30, 40, 50%. Those are the ones that I really want to watch out for. Because those are the retirement killers, as we just discussed. So yeah, I think it’s an interesting component. I have no problems with people that want to put it in. I have no problems with people that decide that they like that, and we can add it to their portfolio. I have never actually had it in my portfolio at any point in time. That combination of volatility and the fact that it doesn’t go up consistently in these big stock market downturns is kind of kept me away.

Easan Arulanantham:


Yeah, and like even silver in this like last six months is actually negative. Yeah, like around negative 1%.

Tom Vaughan:

So there’s even a disconnect in other precious metals from each other. So yeah, it’s hard to gauge if they’re, yeah. Consistently in these very big downturns people do run for treasuries. They’re not doing that right now, this isn’t a big downturn. This is an inflation scare, you know, these types of things. But I would say that if we had a recession here and the stock market was down 20, 30, 40%, I bet you would see some pop in treasuries. One of the problems with treasuries is that their rates of return are somewhat limited by the fact that the yield is so low, and I was come back up that 10 year treasuries now 2% And get that back down to half percent like it was before you would see a price increase, and that’s the offsetting thing I’m looking for. So it’s a little bit difficult to find these offsets in this particular environment. I’m just not sure that goal will be the place everybody’s running to maybe maybe this time, it hasn’t been in the past. So that’s that’s one of my concerns. Yeah.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.