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When to Invest
K-Score Portfolios are designed for Accredited Investors who desire to offset riskier components of their investment portfolio with lower risk instruments. Situations where a K-Score Portfolio may provide special value include:
Exposure to Interest Rate Sensitive Investments
Research has demonstrated that rare US coins perform exceptionally well during times of inflation, deflation and low inflation. They may provide balance for investment portfolios that contain:
- Bonds
- Notes
- Preferred Stock
- Mortgages
Reducing Portfolio Volatility
A 62-year study of rare coin performance published in the Journal of Financial Planning found that the standard deviation of returns for rare coins was lower than six of the seven equity groups studied. Rare US coins may offer value to investors who hold:
- Private Equity Investments
- Mid and Small Cap Stocks
Desire for Alternative Tangible Asset Value Investments
The long-term stability, growth and volatility-reducing properties of certified rare US coins offer an alternative to more traditional investments for those who are:
- Transitioning out of one tangible asset class (such as real estate)
- Building a long-term investment portfolio for trusts and estates
As a Hedge Against Long-Term Equity Market Volatility
On a ten-year moving average basis, rare US coin returns are negatively correlated with the DJIA (-0.68) and may provide a role as a hedge in:
- Pension Plans
- Qualified Benefit Plans
- Endowments
- Trusts and Estates
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