DISCLAIMER: Below is an article with ideas or a personal stance about finances. This article is not financial advice. Investing is risky. Please consult with a financial advisor before investing.
Willem Middelkoop is a Dutch economist, investor, and author who has gained recognition for his views on the global economic system and his recommendations for portfolio allocation. Middelkoop is the founder of the Commodity Discovery Fund and the author of several books, including “The Big Reset: The War on Gold and the Financial Endgame.“
Middelkoop’s portfolio allocation strategy is based on his belief that the global economy is heading for a major reset, and that investors need to be prepared for this event. He recommends a diversified portfolio that includes physical assets such as gold, silver, and other precious metals, as well as a small allocation to traditional financial assets such as stocks and bonds.
According to Middelkoop, one of the key drivers of the impending economic reset is the high levels of debt that have been accumulated by governments and households around the world. He argues that this debt will eventually become unsustainable, leading to a collapse of the global financial system.
To prepare for this event, Middelkoop recommends that investors allocate a significant portion of their portfolio to physical assets such as gold and silver. He believes that these assets will retain their value during the economic reset, and will provide a hedge against the volatility and uncertainty that will likely accompany the collapse of the current financial system.
Stocks and Bonds
Middelkoop also recommends a small allocation to traditional financial assets such as stocks and bonds. While these assets are likely to experience significant volatility during the economic reset, Middelkoop believes that they can provide some diversification and potentially offer some upside in the long term.
In addition to his recommendations for portfolio allocation, Middelkoop also emphasizes the importance of having a long-term perspective and being patient with investments. He advises investors to resist the temptation to make short-term, reactive decisions based on market fluctuations, and to instead focus on the long-term potential of their portfolio.
Overall, Willem Middelkoop’s portfolio allocation strategy is focused on preparing for a major economic reset and protecting against the potential volatility and uncertainty that could accompany this event. By diversifying across a range of physical and financial assets, investors can potentially minimize the risks associated with the impending economic reset and maximize their chances of success in the long term.