The Precious Metals folio is designed for investors seeking capital growth. Also, for investors to potentially hedge against inflation, and can withstand significant volatility.
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: January 19, 2018
Inception Date: 2009-06-25 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||3.92%||5.2%|
|1 Year Volatility||13.5%||6.77%|
* 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.
(% 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%|
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.