Thank You For Completing The Portfolio Builder Questionnaire
Thank you for completing your assessment! Your final score will be emailed to you shortly, and a member of our team will be in touch soon to walk you through your results and recommend the product packages best suited to your investor profile. In the meantime, feel free to explore your investor type and browse the tailored package options we’ve included below.
If you're considering adding precious metals to an existing IRA—or starting a new one—be sure to check out our IRA-specific product packages designed to help you secure and grow your retirement savings.
Your Score:
Now Let's Check Your Score Against The Investor Types Below:
Score 41 - 50
Conservative Investor
Focused on preserving wealth and minimizing risk, you prefer stable, long-term investments that offer security for your future. While you prioritize stability, you understand that even safe investments can have modest returns and limited growth potential. There’s a small risk of losing value, but the goal is to protect your assets in the long term.
Our Conservative Packages are tailored to investors who prioritize wealth preservation and seek stability. These portfolios are designed for the long-term and offer low exposure to market volatility. With 70% of the portfolio allocated to high-quality Investment Grade Coins, the focus is on safe, stable investments that will maintain value over time. This approach minimizes risk while still offering growth potential, making it ideal for those who want to protect their assets and secure their future without taking on significant market risk.
Score 31 - 40
Moderate Investor
You balance risk and reward, seeking a diversified portfolio that allows for steady growth. Although you aim for steady growth, you recognize the possibility of occasional losses. Your strategy seeks to minimize these while maintaining a reasonable potential for return over time.
Our Moderate Packages are ideal for investors who seek a balanced approach, combining stability with potential growth. These long-term portfolios offer a moderate exposure to the bullion market, with 50% of the portfolio allocated to Investment Grade Coins. This provides a blend of low-risk assets and opportunities for growth, ensuring that you can diversify your holdings while maintaining a reasonable level of safety in uncertain market conditions. It's an ideal strategy for those who want to carefully manage risk while pursuing steady returns over time.
Score 21 - 30
Aggressive Investor
You’re open to taking risks for the potential of high returns. Willing to navigate market volatility, you focus on high-growth opportunities that can offer substantial rewards, even if it means facing the possibility of short-term losses.
Our Aggressive Packages are designed for investors who are comfortable with higher levels of risk in pursuit of greater returns. These portfolios balance moderate risk, with 70% of the investment allocated to the bullion market. Of that, 30% is focused on Investment Grade Coins, offering both stability and exposure to the potential for substantial market growth. This strategy is ideal for those seeking a more aggressive investment approach while still maintaining a level of diversification to manage volatility.
Score 10 - 20
Survivalist Investor
Concerned about economic or societal instability, you prioritize protecting your wealth from potential collapse. Your strategy is focused on acquiring assets that hold intrinsic value during turbulent times, safeguarding your future in the face of uncertainty.
Our Survivalist Packages are tailored for those who prioritize immediate security in uncertain times. These short-term portfolios are heavily focused on the bullion market, with a 90% allocation in bullion, allowing for high exposure to potential market fluctuations. Only 10% of the portfolio is allocated to Investment Grade Coins, offering a small buffer of stability. This strategy is designed for those who are preparing for economic uncertainty and want to protect their wealth against immediate risks.
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Discover the key to a balanced and secure investment portfolio with precious metals
Understanding the strategy and purpose of a well balanced portfolio is key to achieving the right asset mix and maintaining it. Ensuring your precious metal investments are diversified with a healthy mix of bullion metals and Investment Grade Coins will help to shelter your investment in virtually any market.