Gold Outperforms Stocks: Should You Boost Your Portfolio's Gold Allocation?

• Gold has delivered significantly higher returns than the stock market (Sensex, Nifty 50) over the last 20 years, with a CAGR of approximately 17% compared to 13% for equities.
• Silver also outperformed, showing an 18% CAGR over the same two decades.
• Experts attribute gold's strong performance to geopolitical tensions, inflation, wars, the COVID crisis, Trump tariffs, and central bank purchases.
• Despite past performance, most experts advise against significantly increasing gold's share in portfolios, citing that the unique conditions driving recent gains may not persist.
• Ajit Mishra of Religare Broking suggests a balanced gold allocation of 10-20% for diversification without compromising growth potential from other assets.