Goldmoney-Bullionvault.com was created by the founders of WhichWayGold.com in order to promote precious metals ownership among the general public. Since its creation, WhichWayGold.com readers have frequently sought information about our allocation of assets. As a result, for the first time since inception, we are making a high-level view of the WhichWayGold Portfolio available to readers. The portfolio spans all of the themes discussed across the WhichWay Group of websites.
We have kept the portfolio disclosure deliberately high-level because we strongly believe that each investor should do his/her own homework before making particular investments. You will not be able to tell, for example, how we apportion our physical precious metals holdings between gold, silver and platinum. If you don't do your own homework you cannot form your own true opinion - you won't know what to buy and when to sell.
Some of you may look at the portfolio and think that we have a very high proportion of physical precious metals . It is our belief that the amount of gold, silver and platinum available for investment purchase is small and we believe that the supply of physical metals will disappear once knowledge of the coming inflation becomes widespread. As a result, we have purchased a sizeable chunk of physical precious metals now while it is still available, safe in the knowledge that we can go into the market and buy stocks or alternative foreign exchange positions at any time we wish in the future.
(i) We could change the entire composition of this portfolio during the month and you would never know. Remember - do your own homework so that you know why you bought something and why you should sell it. Generally, if you can't explain why you are buying something in once sentence, you shouldn't buy it. And "because I think it will go up in price" doesn't count!
(ii) Month on month the percentage composition of the portfolio may change. For example, last month 50% of the portfolio may have been made up of physical precious metals holdings, with the remaining 50% made up of energy stocks. One month later the composition may have changed to 40% physical precious metals and 60% energy stocks. This does not necessarily mean that we sold physical precious metals in order to purchase energy stocks - it is more likely that precious metals fell in value while energy stocks rose in value. Do not use changes in the constitution of the portfolio to make trading decisions.