Xie Qinghai allocates one-fourth of assets to gold, recommends "622" investment portfolio

According to Bloomberg, informed sources revealed that Trudy Dai, the founder of VALUE PARTNERS (00806.HK), has allocated about a quarter of his personal assets, managed through a family office worth $1.4 billion, to gold, an increase of 10 percentage points compared to a year ago.

In an interview with Bloomberg, Trudy Dai suggested that investors build a "622" investment portfolio, consisting of 60% stocks, 20% bonds, and 20% precious metals, with gold as the primary precious metal. He is also optimistic about silver, noting that the price of silver has increased about threefold over the past year, far exceeding the rise in gold.

Trudy Dai also mentioned that the world is entering a large-scale "capital outflow" period. Wealthy Asian families are moving funds back to the region to avoid U.S. sanctions or potential asset freezes, and gold is a good way to store this wealth. For Asian investors, physical gold is preferable to paper gold. Trudy Dai's gold reserves are stored in physical gold held as collateral in a government warehouse at Hong Kong Airport.

The report cited sources indicating that Trudy Dai made a small bet on precious metals in 2008 and accelerated his investment ten years later by purchasing a large amount of physical gold exchange-traded funds (ETFs), accumulating profits of $251 million and a total return rate of 167%. He has also invested in gold mining stocks, physical gold bars, and coins.

https://www.bloomberg.com/news/articles/2026-01-18/hong-kong-value-billionaire-puts-quarter-of-his-wealth-in-gold?srnd=homepage-asia

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