Many investors like to keep some gold in their investment portfolio -- "just in case". This may be especially true now, considering recent geopolitical strife -- which is about as acute as it has been in a long time. However, in our view, adjusting your portfolio allocations based on what you read in the newspapers and see in the nightly news is, more often than not, incomplete information that leads to poor investment decisions. We prefer to look at the price of an asset relative to its historical norms, and investor asset flows as they pertain to those prices -- the latter which indicates where real money is being ... (full story)