Objective

The Precious Metals folio is designed for investors seeking capital growth. Also, for investors to potentially hedge against inflation, and can withstand significant volatility.

Strategy

The Precious Metals folio consists of exchange-traded funds (ETFs) invested in gold, silver and platinum.

Our Precious Metals folio is intended to provide investors with improved overall diversification by providing a more liquid way to invest in the selected precious metals than direct ownership of bullion, coins, or other forms of physical metal.

Last Updated: September 23, 2016

Category: Sector/Industry
Inception Date: June 25, 2009
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month -0.56% -0.85%
Three-Month 9.72% 2.97%
Year-to-Date 29.05% 7.62%
One-Year 21.3% 14.08%
Three-Year (Annualized) -4.62% 10.65%
Five-Year (Annualized) -7.28% 16.21%
Since Inception 2.39% N/A
Volatility 19.55% 14.68%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1GLDspdr gold shares33.33%
2PTMubs ag jersey brh long platn etn1833.33%
3SLVishares silver trust33.34%

Steps to Create This Folio

  1. We selected ETFs that directly invest in gold, silver and platinum.
  2. We then screened for ETFs that either exceeded $250 million in assets or had an average 3-month trading volume of 50,000 shares
  3. We then selected the ETFs with the lowest expense ratios.
  4. We equally weighted the ETFs in the folio.

Number of Securities

The number of securities in the folio may vary.

Update Frequency

Quarterly.

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.