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17 handpicked stocks

Golden Haven: Geopolitical Risk

This carefully selected group of stocks features companies positioned to benefit from the gold price surge driven by global uncertainty. Professional analysts have identified these precious metals players as potentially profitable opportunities during times of market volatility and inflation concerns.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'Golden Haven: Geopolitical Risk' stock basket.

Key Takeaways for Investors
  • Large-cap dominance suggests generally lower volatility and closer tracking of broad market moves, reducing idiosyncratic risk.
  • Suitable as a core holding for diversified portfolios, not as a speculative or concentrated growth bet.
  • Expect steady, long-term appreciation rather than explosive short-term gains; returns likely moderate and persistent.
Total Market Cap
  • NEM: $94.82B

  • RGLD: $15.59B

  • WPM: $43.49B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Gold has historically served as a safe-haven asset during times of uncertainty. With geopolitical tensions like the Russia-Ukraine conflict and rising trade disputes pushing gold prices above $3,300/ounce, companies across the precious metals value chain are well-positioned for growth and stability in this environment.

2

What You Need to Know

This collection includes a mix of gold and silver producers, along with royalty and streaming companies that finance mining operations. These stocks tend to move with precious metal prices and can serve as a defensive position against inflation, currency devaluation, and broader market volatility.

3

Why These Stocks

Each company in this group was selected for its direct exposure to gold and silver markets. The portfolio includes established miners that extract metals directly, as well as royalty companies that provide financing in exchange for a share of production, offering different risk profiles for investors seeking precious metals exposure.

Why You'll Want to Watch These Stocks

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Global Tension, Golden Opportunity

As conflicts and trade disputes intensify worldwide, gold's price has soared past $3,300/ounce. These companies are positioned to turn geopolitical uncertainty into shareholder returns.

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Portfolio Protection When You Need It

Gold stocks act as a shield during market turbulence. While other sectors falter during volatility, these companies often thrive when investors seek safer places to park their money.

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Record Gold Prices = Record Profits

With gold reaching all-time highs, these companies are seeing expanding profit margins. Higher gold prices directly translate to stronger revenues and potential dividend growth for investors.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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