Q: In preparation for Armageddon (debt crisis, China invades Taiwan), what commodity stocks or ETFs would you recommend to provide a hedge to an otherwise balanced portfolio?
5i Research Answer:
In 2008, the only two assets, globally, that rose were gold bullion (not gold stocks) and the US dollar. For 'insurance', we would suggest a gold bullion fund where the gold is held outside of the US, such as PHYS.