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Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.

The 10 Percent Golden Rule Explained

April 26, 2019

If you follow Frank Holmes in the news or through his personal blog, then you probably know he often says “Go Gold!” or “Follow the 10 percent golden rule!” But what exactly is the 10 Percent Golden Rule? It advocates a 10 percent portfolio weighting in gold – with 5 percent in physical gold bars, coins and jewelry and the other 5 percent in gold equities such as stocks, mutual funds and ETFs.

For Frank’s full explanation of this investing strategy, watch the video below!

Frank Talk Live features U.S. Global Investors’ CEO and Chief Investment Officer Frank Holmes as he dives into a new investment topic, from gold mining and global resources to digital currencies and emerging markets. Tune in weekly for updates on these key financial markets.

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All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

Holdings may change daily. Holdings are reported as of the most recent quarter-end. None of the securities mentioned in the video were held by any accounts managed by U.S. Global Investors as of 3/31/2019.

The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.

Smart beta refers to investment strategies that emphasize the use of alternative weighting schemes to traditional market capitalization based indices.

Net Asset Value
as of 08/21/2019

Global Resources Fund PSPFX $4.29 0.01 Gold and Precious Metals Fund USERX $9.14 -0.03 World Precious Minerals Fund UNWPX $3.14 -0.01 China Region Fund USCOX $8.36 0.12 Emerging Europe Fund EUROX $6.75 0.05 All American Equity Fund GBTFX $24.35 0.23 Holmes Macro Trends Fund MEGAX $17.00 0.12 Near-Term Tax Free Fund NEARX $2.23 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change