The best performing major asset class this year isn’t what you think..
It’s certainly not the Magnificent 7 – Google parent Alphabet, Amazon, Apple, Facebook parent Meta, Microsoft, Nvidia, and Tesla.
It’s not Bitcoin.
And it has absolutely nothing to do with AI.
So, what asset class is leaving the rest in the dust?
It’s the barbarous relic itself, gold.
The yellow metal is up about 12% in 2025 as I write this. (It was up 11% when I recorded the interview below, just a few short hours before writing this note.) It’s up over 40% in the past 12 months.
But what’s driving the price of gold higher?
Who’s buying it?
Most important of all, where does it go next?
To help me answer those questions, I sat down with Rich Checkan, President of Asset Strategies International. Rich knows the precious metals market inside out, having worked for decades as a gold investor, trader, and dealer.
Gold is near and dear to us at The Freeport Society.
We invest in stocks.
We invest in real estate.
We’re perfectly comfortable investing in cryptocurrencies and other more exotic assets.
But gold is a critically important part of the mix too.
It’s held value for 5,000 years. I expect it will still hold value another 5,000 years from now.
We’re on the cusp of the biggest market disruptions in modern history, and its impact on American retirements is already in motion. The 1% are about to exploit a massive “transfer of wealth” at the cost of your own personal savings. Depending on how you prepare, this tipping point could either be a grave danger or an incredible opportunity. Here’s what you need to know.
Chaos Insurance
I have argued since we began The Freeport Society that everyoneshould own at least a little gold, ideally in coins or bars stashed away somewhere safe.
This isn’t an investment or a speculation. It’s chaos insurance.
It’s protection against dollar mismanagement by the Fed.
And importantly, it’s something you can own outside of a corrupted financial system.
I also recommended our Freeport Investor advisory subscribers invest in gold in other ways, like owning shares of the SPDR Gold MiniShares Trust (GLDM). That was one of the first stocks in our model portfolio. Since December 2023, those who invested and held on are sitting on open gains of 44%.
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We also have several other gold positions in our model portfolio, having added our latest one just yesterday. Already, our newest gold investment is showing an open gain of 4% in our model portfolio.
And we’ll be adding more gold investments over time because, as Rich explains, the factors driving gold’s rise are only getting stronger. Its bull market is likely still in the very early innings.
Click here or on the image below to watch my interview with Rich now. And when you’re done, go make sure you have at least some gold in your portfolio.
If you’d prefer to read the transcript, you will find that here.
To life, liberty, and the pursuit of wealth,
Charles Sizemore
Chief Investment Strategist, The Freeport Society
