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Monday, December 17, 2012

Bob Brinker on Gold

Moneytalk with Bob Brinker Commentary for December 16, 2012 Radio Show
The following commentary is from my "Retirement Advisor" writing partner,  David Korn. 


Caller:  This retired fellow is age 77 and has cash sitting in Vanguard¹s Money Market account.  Should he invest 20-30% of his portfolio in gold and if so how should he buy it? 

Bob said Bob said the first question is whether you want to "speculate" in gold because when you buy gold it is like all precious metals ­ you are speculating what other people will pay for it in the future. If you are going to buy gold, Bob would limit it to a small percentage of your portfolio as a hedge ‹ meaning 5% or less of a portfolio and he would use the exchange traded fund GLD. Stay away from numismatic coins unless you are a certified coin dealer. Bob reiterated that he does NOT view gold as a long-term investment, merely a speculation.

EC (David Korn):    The SPDR Gold Shares (GLD) closed Friday at $164.13 and have traded in a 52-week range of $148.27 to $174.07.
 
Kirk Comment Bob Brinker has GLD listed as a "hold" on page 7 of his December 2012 Marketimer under "INDIVIDUAL ISSUES" as a HOLD at $166.05  He says in the newsletter "individual stocks are limited to no more than four percent of total equities in order to control specific stock risk."  Gold is not an "individual stock" but an ETF much like VTI, SPY and DIA that he also recommends under "INDIVIDUAL ISSUES."   Looking back:
  • Bob Brinker had GLD listed as a "hold" on page 7 of his December 2012 Marketimer under "INDIVIDUAL ISSUES" as a HOLD at $166.05.
  • Bob Brinker had GLD listed as a "hold" on page 7 of his December 2011 Marketimer under "INDIVIDUAL ISSUES" as a HOLD at $170.13.
  • Bob Brinker had GLD listed as a "hold" on page 7 of his December 2010 Marketimer under "INDIVIDUAL ISSUES" as a HOLD at $135.42.
  • April 2013 Update:  GLD is currently at $140.91.  Its most recent low was on April 15, 2013 at $131.31.
See 

Kirk Comment:  Read: Best Retirement Portfolio For You 
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