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What's a Typical Gold and Silver Portfolio?

Written by Rich Checkan | May 9, 2024 12:00:00 PM

Whether you do so to protect against inflation or to shift assets out of equities prior to economic downturn, it is time to put gold and silver – the world’s only real money – to work for your portfolio.

What Does a "Typical" Allocation Look Like?
There is no such thing.

Everyone is different. Everyone’s situation is different. Everyone’s reason for buying gold and silver is different. Everyone’s allocation, therefore, will be different.

That said, I’d like to lay out a few things to consider as you find your own “typical” allocation… the one that works for you.

The first question we ask prospective clients when they call to buy gold and silver is, “What is your reason for buying?” Some say, “for profit.” Some say, “for wealth insurance.” Some say, “I was told I should.” Some say, “I don’t know.”

For most the answer is a mix of profit and wealth insurance… weighted toward whichever is most important to them. Gold is equated with wealth insurance. Silver is equated with profit potential.

Wealth insurance is defined as…
  
The store of purchasing power, with high liquidity, for a potential financial crisis you hope you never have.

To be highly liquid, it needs to be close by to meet whatever financial crisis you may have. That’s important to understand because it is why my suggested starting point for any size allocation of gold and silver starts with you taking physical possession. We ship it to your doorstep.

Most experts suggest 10% of assets in a portfolio be allocated to wealth insurance.



What’s Next?
Once you take delivery of “enough” gold and silver, we turn to the professionals for further allocations. “Enough” is the lesser of the following two amounts… 

1.    The amount of gold and silver you need to cover any foreseeable short-term financial crisis… until you have time to access funds elsewhere.

2.    The amount of gold you feel comfortable storing and safeguarding yourself.
Anything beyond these two amounts that you allocate should be put in the hands of the professionals. The storage costs are reasonable, and they are well worth the safety and security you get when working with professionals.

Remember, storing precious metals yourself is the cheapest way to store precious metals… until they are lost or stolen. Then, it becomes the most expensive option.

As you allocate further, spread your holdings out with several professional storage facilities in a variety of jurisdictions. This goes back to Asset Strategies International’s longstanding three-legged stool approach to asset protection. For 40 years now, that three-legged stool means you should not keep all your assets in… 

•    One currency
•    One country
•    One asset class or investment.

Protection from all risks comes when you diversify.



Some Model Allocations to Consider
With all those considerations as prelude, let’s look at three potential allocations of gold and silver…

~$10,000 (10% of a Portfolio worth $100,000)  
•    (1) $100 Face Value pre-1965 U.S. 90% silver quarters, dimes, or half dollars… delivered to you
•    (3) 1-ounce Sovereign Gold Coins… delivered to you

~$100,000 (10% of a Portfolio worth $1,000,000)  
•    (1) $4,500 Face Value pre-1965 U.S. 90% silver quarters, dimes, or half dollars… delivered to you
•    (5) 1-ounce Sovereign Gold Coins… delivered to you
•    $40,000 worth of Unallocated Gold and Silver Bullion stored at The Perth Mint
 
~$1,000,000 (10% of a Portfolio worth $10,000,000)  
•    (2) $1,000 Face Value pre-1965 U.S. 90% silver quarters, dimes, or half dollars… delivered to you
•    (29) 1-ounce Sovereign Gold Coins… delivered to you
•    $500,000 worth of Unallocated Gold and Silver Bullion stored at The Perth Mint
•    (5) 1-Kilo Gold Bars stored at a combination of domestic and international depositories

 

Some Final Thoughts…
The model allocations above are simply for illustration. What works for you may be mildly or drastically different. But it all starts with a conversation with one of our Preferred Client Relationship Representatives.

They will determine why you are buying. They will ascertain your likes and dislikes. They will make some suggestions for you to consider.

When it comes time for domestic or international depositories, we have done our homework. We have a number of solid institutions run by true and caring professionals to whom we would be happy to make a referral.

AND, AND, AND… Do not fall asleep on your IRA! You can hold gold and silver in your IRA to protect your retirement assets as well as you can protect your pre-retirement assets. After all, there is no better long-term antidote to inflation than gold.

Lastly, understand there is no right or wrong answer that fits everyone. What’s right for you is what allows you to sleep peacefully at night.

Call us at 800-831-0007 or send us an email to set-up a consultation… now… today! Let us help you ensure your retirement and non-retirement portfolios are protected against depreciating dollars to help you sleep at night and Keep What’s Yours!