Dear Reader, I’m Brian Chu, Founding Director of the Australian Gold Fund. I don’t know whether you’re into gold or you hate it, but I’m seeing the start of something right now that I think could be huge for a small subset of gold investments. I’m not talking about risky gold explorer stocks, before you jump to conclusions! I call this subset ‘niche gold’. Niche gold investments tend to do well in inflationary environments. See here: three times in recent history where rising inflation has caused niche gold investments to rocket up. And right now, inflation is at a 40-year high. I’m starting to see movement in my own niche gold investments...it’s looking highly promising. So promising, in fact, that I moved 85% of my family’s money into ‘niche gold’ (and I’m risk-averse by nature). My gold fund — where most of my niche gold recommendations are held — is powering up too. Over the last two and a half years, the Australian Gold Fund has smashed all the peer indices — see here (mine is the first column, in green): Now, past performance is not a reliable guide to future results. And of course, there are no guarantees I can keep this outperformance up... But I’m confident the ‘niche gold’ sub-sector is gearing up for a great year. I wouldn’t have put 85% of my money into it otherwise. Like I say, I have no idea if you’re into gold… But if you are, and you’re looking for an exciting way to get exposure, I have prepared a report listing five ‘niche gold’ investments you could add to your portfolio right away. For all the details, go here Sincerely, Brian Chu, For The Daily Reckoning Australia |