Jurrien Timmer: Commodities, gold, Bitcoin seen as key diversifiers alongside equities and bonds

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02.10.2026

Jurrien Timmer: Commodities, gold, Bitcoin seen as key diversifiers alongside equities and bonds — Commodities, gold, Bitcoin as diversifiers

Jurrien Timmer identifies main portfolio diversifiers beyond traditional asset classes. According to Timmer, in addition to the 60 percent allocation to global equities and 20 percent to bonds, significant diversification comes from commodities, gold, Bitcoin, cash, alternative strategies such as equity long/short, managed futures, absolute return, and leveraged loans.

Timmer also draws attention to the placement of the equity bucket as being to the right of center and the bond allocation as a counterpoint.

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Timmer previously highlighted that Bitcoin and commodities have been leading performance within diversified portfolios such as the 60/20/20 allocation (/news/market-voices/show/3500495-bitcoin-commodities-lead-portfolios/). In earlier analysis, he forecast that Bitcoin’s price could reach $300,000 by 2029 using power law models (/news/market-voices/show/3509396-bitcoin-bull-market-2029/). Timmer has focused on how alternative assets fit into broader portfolio construction.

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