Last Updated: February 23, 2018
Inception Date: 2009-06-25 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||GLD||spdr gold shares||33.33%|
|2||PTM||ubs ag jersey brh long platn etn18||33.33%|
|3||SLV||ishares silver trust||33.34%|
Steps to Create This Folio
- We selected ETFs that directly invest in gold, silver and platinum.
- We then screened for ETFs that either exceeded $250 million in assets or had an average 3-month trading volume of 50,000 shares
- We then selected the ETFs with the lowest expense ratios.
- We equally weighted the ETFs in the folio.
Number of Securities
The number of securities in the folio may vary.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.