Personalized Precious Metals Investment Strategy2018-12-03T17:31:44+00:00

Tailored Precious Metals Portfolio Strategy

 

Refined Advisors uses a simple, yet highly-effective framework called “The Four Market Conditions” to define proper precious metals investment strategies relative to our forecasted market conditions. It serves as a guide and provides clear initial direction about where to invest your hard-earned capital while minimizing certain cognitive errors.

The Four Market Conditions

“The Four Market Conditions” follow strategic precious metals allocation rather than a tactical allocation model to guide our actions as advisors. Based on our market research and forecasts, this tool can assist in our assumptions of risk and return – helping you maximize your investment in precious metals, while eliminating unnecessary risk.

Market ConditionPrecious Metals Allocation
Forecast a 20% gain or greater
  • Be 100% in silver
  • Assume minimal benchmark risk
  • Assume normal absolute return risk
Forecast a 0-20% gain
  • Percentage of holdings in both gold and silver
  • Assume minimal benchmark risk
  • Assume normal absolute return risk
Forecast a 0-20% loss
  • Percentage of your holdings in gold and cash
  • Assume minimal benchmark risk
  • Assume normal absolute return risk
Forecast a 20% loss or greater
  • Be 100% in cash or money market
  • Assume large benchmark risk
  • Reduce absolute return risk

Interpreting the Four Market Conditions Model

The Four Market Conditions framework simplifies possible market conditions to help determine generally appropriate investment strategies and can assist in choosing a more global tactical asset allocation model. It acts as a guide and provides clear initial direction about where to invest while minimizing certain cognitive errors.

The Four Market Conditions framework should not be interpreted to mean our asset allocation strategy creates a product with higher returns and less risk than a normal equity portfolio, or that it is even necessarily less risky than a normal equity portfolio. The Four Market Conditions framework does not guarantee our forecast will always be correct; it also does not guarantee a portfolio that captures growth on the upside and capital preservation on the downside, nor does it protect portfolios or make them any safer than they would be otherwise.

Asset allocation is an important component and consideration of your investment strategy. With a detailed understanding of your long-term investment objectives and time horizon, we aim to provide an asset allocation strategy to help you achieve your investment goals.

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