Defence ETF vs Pharma ETF vs Gold ETF vs SILVER ETF vs GSEC ETF — Which One Should We Buy Now?
Disclaimer:
This post is for educational and discussion purposes only. It does not constitute investment advice, stock recommendation, or solicitation to buy or sell any securities. Please consult a SEBI-registered investment advisor before making any investment decisions. Market investments are subject to risk, including possible loss of capital.
Silver and gold. I don’t see any other instrument beating them over the next 5-10 years. even if nifty crosses 40k+ it may not outperform precious metals. physical bullion, not digital. Just my personal view. do your own research.
@livepositionaltrader ,
Interesting point on precious metals, and it makes sense for wealth preservation — especially in uncertain macro environments. Silver & gold do often outperform during volatility and equity market corrections.
Both these part of multi asset allocation , thank you for pointing I might have included gold and silver ticker also in that screenshot
But when we compare Defence ETF vs Pharma ETF, the decision isn’t about equities vs metals — it’s about which equity theme to allocate to if you want sector-specific exposure during war time.
What’s the difference - price wise?
I would go with whichever index is in momentum. I pick the one that is trending rather than trying to calculate which company would benefit from the situation, that’s what 90% of people do and it usually doesn’t work out in my view.
When it comes to real assets, I believe physical silver bars, physical any gold, and land are the only true assets. Everything else crypto, nfts, pokemon, and what not is just a distraction from real wealth and an artificial temporary hype. Even fiat is entirely at the mercy of the US. We hve seen so many currencies collapse overnight. lol it won’t happen to the rupee but in terms of actual, tangible wealth it always comes back to physical metals and land.
just imagine if xrp gets integrated with swift in the future jesus we don’t even have a proper mechanism in India yet. that says a lot.
of course physical commands a 30 to even 50% premium over digital contracts like etfs. digital is not bad at all.it’s convenient and liquid 100% of the time. But physical is a real tangible asset. our digital units are just numbers sitting on a server somewhere and lol who knows maybe your next to next to next generation down the line might see a major cyber attack wiping those records clean. Just kidding, mostly! it would be a good script for a spooky movie though.
The point is, physical gold and silver will always hold value and we Indians understand this better than most. check the gold holdings of the Indian middle class against those of the us, china, and other economies. You can walk into any market in the world and exchange physical metal for the local currency. Its universally accepted.
“You have to go on and be crazy. Craziness is like heaven.” - Jimi Hendrix
LIQUIDCASE — Current vs Future
What leads you to believe this?
Is it a single risk that is higher/lower?
Ask yourself (or the source of the above screenshots) this -
What are the different risks involved in each of these instruments?
With each of the instruments,
are any of the risks involved such that
they do NOT negatively impact you?
i.e. can you afford to take-on such risks for additional returns (if any involved)?
Why not do both?
And without knowing the rest of your portfolio, income-streams, liabilities, and your financial needs/goals, any suggestion is unlikely to be optimal for your specific needs.
