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Do ASX investors need gold exposure to hedge their share portfolio?

Following another tough day on Wall Street last Friday, the price of gold has continued to rally. Do ASX investors need gold exposure?

Following another tough day on Wall Street last Friday, the price of gold has continued to rally. The commodity is currently trading hands at US$1,858/Oz – the highest it’s been since November.

While volatility in equity markets is causing many of us some short-term pain, the opposite is true for those with gold exposure. High US inflation rates coupled with an impending Russian invasion into Ukraine has seen investors rotate into safe-haven assets.

In Aussie markets today, gold producer Northern Star Resources Ltd (ASX: NST) is up over 8%, with other strong gains from Gold Road Resources Limited (ASX: GOR) and Evolution Mining Limited (ASX:EVN).

Why invest in gold?

Gold is generally negatively correlated with shares, meaning if one performs well, the other asset class will often go in the other direction.

Having gold exposure can work similarly to holding shares in the Betashares Australian Strong Bear ETF (ASX: BBOZ). If you can get the timing correct, you can profit from when the broader share market is going through a downturn.

Predicting short-term price movements is where it becomes difficult, however. For example, With the Russia/Ukraine conflict still unfolding, it would be hard to predict the impact this will have on the gold price in the short term given the range of outcomes possible.

Alternatively, your view on gold might be more long-term based around inflation levels. There’s probably less speculation involved here, but still, companies that can perform well in a variety of different economic conditions are far more attractive in my view.

For those with the time and ability to monitor broader macro themes, hedging your portfolio with alternative assets might not be a bad idea. I would argue however that the average ASX investor doesn’t fall into this category.

As long-term investors here at Rask, we believe in identifying companies where the performance isn’t too strongly tied to external forces such as wars and inflation.

If you’re looking for ASX share ideas that fit this category, check out this article: 3 ASX shares I’m looking to buy this month.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

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Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.
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