La última recomendación de Dalio: asignar del 5% al 15% de la cartera a oro para hacer frente a la incertidumbre

Golden Finance reports that on April 28th, Ray Dalio, founder of the world’s largest safe-haven fund Bridgewater, gave the latest advice that due to the high uncertainty caused by the Iran war, investors should allocate 5% to 15% of their portfolios to gold.
The Iran war has entered its ninth week, and the world faces various uncertainties. Dalio pointed out that a major concern worldwide is whether the United States can win this war, while also mentioning pressures such as rising oil prices, the upcoming summer travel peak season, and mid-term elections. Additionally, he hopes to keep the conflict relatively short. Another key issue is who will ultimately control the Strait of Hormuz.
Dalio also noted that with the recent increase in the use of the renminbi in international transactions, as well as the U.S. employing sanctions and changes in global trade, the market’s understanding of “what is money” is changing. He believes it is very important to understand that gold is a form of currency; it is the oldest currency and the second-largest reserve currency for central banks worldwide. He added that gold also has the function of asset diversification, which is especially beneficial for gold’s performance in such an environment. (Dongxin News Agency)