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<p>[QUOTE="Juan Blanco, post: 1586762, member: 41665"]Currently gold makes up roughly <1 % of global financial assets, as they say. </p><p><br /></p><p>I should clarify my comments about the PM ETF participation, based on the ICI study (2011). <b>There's no retail/household data to ascertain (Paper) PM holding.</b> Page 53 has an aggregate (all ETFs, held by instit, hedge funds, households, foreign investors, etc.) chart showing 50% of 'Commodity & Sector ETFs' assets is <i>commodities</i>: 80% of commodity assets were in Gold & Silver ETPs (as I said) But there's no ICI breakdown of HOUSEHOLDS' asset allocation in ETFs, PMs, nor Gold specifically. </p><p><br /></p><p>From this McKinsey & Co study (2010 data), guess ~8% is now in alternative investments. Estimate 4% in 'Commodity' and thus 3.2% Paper PMs?</p><p><br /></p><p>[ATTACH]220462.vB[/ATTACH]</p><p><br /></p><p>Here's another McKinsey commodity factoid, lumping physical "Gold" with other real assets ... ~$4.9 Trln in... farmland? mineral/timber rights, etc.?</p><p><br /></p><p>[ATTACH]220463.vB[/ATTACH]</p><p><br /></p><p><br /></p><p>This study is about 1 year old, but offers some empirical evidence for moving a >10% allocation to Gold (Paper)</p><p><a href="http://emasoftech.blogspot.com/2011/09/asset-allocation-and-gold.html" target="_blank" class="externalLink ProxyLink" data-proxy-href="http://emasoftech.blogspot.com/2011/09/asset-allocation-and-gold.html" rel="nofollow">http://emasoftech.blogspot.com/2011/09/asset-allocation-and-gold.html</a></p><p><br /></p><p>There's also an interesting study on Gold alloaction to digest, here:</p><p><a href="http://www.strategicgold.com/WhyGold.pdf" target="_blank" class="externalLink ProxyLink" data-proxy-href="http://www.strategicgold.com/WhyGold.pdf" rel="nofollow">http://www.strategicgold.com/WhyGold.pdf</a>[/QUOTE]</p><p><br /></p>
[QUOTE="Juan Blanco, post: 1586762, member: 41665"]Currently gold makes up roughly <1 % of global financial assets, as they say. I should clarify my comments about the PM ETF participation, based on the ICI study (2011). [B]There's no retail/household data to ascertain (Paper) PM holding.[/B] Page 53 has an aggregate (all ETFs, held by instit, hedge funds, households, foreign investors, etc.) chart showing 50% of 'Commodity & Sector ETFs' assets is [I]commodities[/I]: 80% of commodity assets were in Gold & Silver ETPs (as I said) But there's no ICI breakdown of HOUSEHOLDS' asset allocation in ETFs, PMs, nor Gold specifically. From this McKinsey & Co study (2010 data), guess ~8% is now in alternative investments. Estimate 4% in 'Commodity' and thus 3.2% Paper PMs? [ATTACH]220462.vB[/ATTACH] Here's another McKinsey commodity factoid, lumping physical "Gold" with other real assets ... ~$4.9 Trln in... farmland? mineral/timber rights, etc.? [ATTACH]220463.vB[/ATTACH] This study is about 1 year old, but offers some empirical evidence for moving a >10% allocation to Gold (Paper) [URL]http://emasoftech.blogspot.com/2011/09/asset-allocation-and-gold.html[/URL] There's also an interesting study on Gold alloaction to digest, here: [URL]http://www.strategicgold.com/WhyGold.pdf[/URL][/QUOTE]
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