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Jurrien Timmer: Portfolio model impacted as gold and bitcoin momentum converges
Jurrien Timmer reports that his 60/20/20 portfolio model has been affected by the current risk-off environment. Weakness in gold and international equities has counteracted any upside from an underweight bond position.
Timmer observes that the momentum curves for gold and bitcoin appear to be converging, referring to this trend as the “jaws” closing between the two assets.
Timmer has previously reported that the S&P 500 fell 9.2 percent from recent highs while its P/E ratio declined 18 percent during a period of market volatility, as described here. He has also examined the connection between sudden oil price spikes and equity drawdowns in past periods including 1973 and 2022, detailed here. These prior observations provide additional context to his recent portfolio comments.
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