Barbaric relic beats the JSE

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Barbaric relic beats the JSE
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Our domestic equity market with all its cash flows and dividends was outperformed by a lump of inert gold.

On 1 November 2004, the NewGold ETF was listed on the JSE. This was the first listed, single-commodity, physical-backed gold ETF on the bourse.

From this moment through circa 13.3 years of booms, busts, rising and falling interest rates, a credit crisis, a pandemic and, indeed, endless political noise, the NewGold ETF has generated a cumulative annual growth rate of 21.2% y/y. Using the above chart, I highlight two particular periods where NewGold’s price moved strongly in the opposite direction to the JSE Alsi : The 2008 Credit Crisis and the 2020 Covid pandemic.

And, thus, the tactical inclusion of physical gold into a diversified portfolio can act somewhat as ‘crash insurance’.

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