I really like the idea of gold as a “hard money stablecoin” as Larry put it. I have a similar dynamic going on in an account that restricts me from owning Bitcoin. It uses MSTR as the more volatile upside vehicle and BRKB as the more stable, not-quite-cash-equivalent that can be “spent” during downturns. I like that simplicity a lot better than owning a bunch of stocks I can’t keep track of very well or an index with a lot of dead weight.