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Module 15 · 1/4

Why Gold and What Role It Plays in a Portfolio

Gold acts as a safe haven and a hedge against inflation and crises. When markets fall, fear drives demand for gold and its price tends to rise. Not always — but historically it has cushioned portfolio falls during panic moments.

⚠️ Important

What it does not do: Gold does not generate profits, pay dividends, or earn interest. Its value depends exclusively on what the market is willing to pay. It is not the return engine of a portfolio — it is the airbag.

Investors who include it typically allocate 3–7% of the total portfolio to gold — within the alternatives block (5–15%), sharing that space with positions in crypto or other commodities.