Portfolio Strategies: Gold

Portfolio Strategies

SAM Gold

background is greyed, there are gold bars. On top is a white icon of 3 bars, stacked.

What is the Gold strategy?

The Gold strategy offered by Stansberry Asset Management, LLC (“SAM”) is designed for clients who want to allocate more of their net worth to precious metals (primarily gold) and related investments.

SAM believes precious metals will continue to be a superior store of value to the U.S. dollar and other fiat currencies—particularly in periods of high inflation—just as they have for thousands of years.

Download Sheet

We also believe that gold is the ultimate safe haven asset. During times of economic downturn, war, and other calamities, investors have time and time again sought refuge in gold in order to preserve their wealth. In our increasingly uncertain and unpredictable world, gold has a place in the portfolio of every investor.

While most any investment will attract the attention of speculators, investment in gold and precious metals has always been geared towards wealth preservation. Our Gold strategy is no different. However, with our unique four-pronged approach to this strategy, we believe investors can expect to generate income and grow their capital as well.

Our Four-Pronged Approach

The Gold strategy is diversified across asset classes, market capitalizations, and business structures. We conduct rigorous due diligence on every position held in the strategy. We actively manage this strategy to capitalize on investments that we believe offer superior reward-to-risk ratios.

Top 5 Holdings as of 3/31/2024

World Gold Trust SPDR GLD MiniShares ETF GLDM 20.92%
Barrick Gold Corporation GOLD 8.72%
Agnico Eagle Mines Ltd AEM 8.65%
Seabridge Gold Inc SA 8.13%
Triple Flag Precious M F TFPM 7.89%

This strategy focuses on four types of precious metals investments:

Physical Precious Metals

Physical Precious Metals

SAM believes that owning a significant amount of physical gold and other precious metals is an important foundation to any precious metals investment strategy.

Major Producers

Major Producers

SAM focuses on owning well-run, established precious metal producers that have consistently achieved industry leading returns on investment.

Emerging Producers

Emerging Producers

Often times the most attractive precious metal investment opportunities are valuable not for the amount of gold that they currently produce but for the under appreciated amount of “pounds in the ground” that they own and plan to produce for years and decades into the future. These “junior miners” can trade at a fraction of the value of their owned gold resources and proven reserves.

Royalty Companies

Royalty Companies

Royalty and streaming companies provide capital to miners in exchange for a percentage of their production. Their capital efficient business models have resulted in high profit margins and outstanding returns over time.