What Makes Sense

A "how to do it and profit" portfolio concept

When I build portfolios I believe in a simple formula:

1/3, 1/3 & 1/3

The philosophy is simple. Gold isn't cheap, particularly at around $985 per ounce, but you should own some inexpensive gold. For these positions I prefer Swiss or French Gold 20 Francs. Each coin weighs .2074 and they normally sell per oz. for about the same price as a one ounce Gold American Eagle or Gold Canadian Maple Leaf.

The next third should be in semi-numismatic gold coins. These coins range in price from $1075-$1200 per ounce. The reasoning is that when we go through another period of economic turmoil, gold will rise and I believe that it could surpass the previous high of $850 per ounce and it has! If your rare coins are priced in that range, you will not lose any money. It is my way of hedging the second third of your portfolio.

The final third of your portfolio should consist of rare coins, Coins that are condition census (in the finest 10 known) to the finest 200 known. These are coins that offer strong potential to both collectors and investors alike. The prices can range from $1,500 to $50,000 per coin and this is where the most profit has been generated over the last 5-10 years. There are numerous coins that fit into this parameter and I will take time to discuss this further on a one-on-one basis.
Call Toll Free and speak to Brett Bogus on his personal line at 866-711-2646

 

SAMPLE PORTFOLIO $13,000
1. Gold 20 Franc – $200.00/ ea. x 20 coins*
=$4,000
2. Better Date $25 Gold American Eagle- $650 x 10 coins
=$6,500
3. (2) Type II $20’s Liberty
=$2,500
Approximate Gold Weight 11ozs of Gold Avg $1227/oz
TOTAL $13,500
SAMPLE PORTFOLIO $25,000
1. Gold 20 Franc – $200.00/ ea. x 50 coins*
=$10,000
2. Better Date $25 Gold American Eagle- $650 x 20 coins
=$13,000
3. 2 -Semi Rare Type II's
=$2,500
Approximate Gold Weight 22ozs of Gold Avg $1160/oz
TOTAL $25,500
SAMPLE PORTFOLIO $50,000
1. Gold 20 Franc – $200.00/ea. x 100 coins*
=$20,000
2. Early Date $25 Gold American Eagle- $650 x 20 coins
=$13,000
3. Better Date $25 Gold American Eagle $700 x 10 coins
= $7,000
4. Type II $20’s Liberty - 7 coins
= $10,000
5.

Better Type II's - 3 coins
= $6,000
Approximate Gold Weight 45ozs of Gold Avg $1245/oz
TOTAL $56,000
*Based on gold spot of $985/oz

At $100,000 and above, we start to talk more seriously about set building. In hot markets, sets can command 10–30% premiums over the individual pieces. There are many more people capable of picking up coins in the $10-$20,000 range than there are coins to feed that demand; but again, the types of coins we acquire are desirable based on the fact that Eagle Numismatics recommends predominately 2 types of coins to its large customer base.


There are a number of clients moving around millions of dollars and I would ask you to please call me directly, toll free at 866-711-2546.


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