We’ve all heard it: “Just buy an S&P 500 ETF, and you’re set.” There’s no denying that U.S. large caps have dominated for the past decade. But what if I told you that a non-crypto, mainstream, easily investable commodity has actually outperformed the S&P 500—even on a total return basis—over the past three years?
The answer? Gold.
Most investors don’t realize how well gold has performed because it has been largely ignored. How much so? GLD, the largest gold ETF, has seen over $7 billion in outflows over the past three years—despite its outperformance of the “unbeatable” S&P 500.
For many investors, U.S. large caps have been the only play they’ve ever known—but no trend lasts forever. While I’m not saying gold should be a core holding in every portfolio, it certainly deserves consideration as a diversifier.
Most investment firms don’t allocate to gold. But the few that do—including my former firm, one of the first to integrate gold into portfolio allocations—offer investors a more thoughtful and diversified approach.
Because investing isn’t about where you’ve been—it’s about where you’re going.
At Bruce Wood Capital, we look beyond the S&P 500 to build portfolios that focus on the future, not the past.
Are you positioned for what’s next?
