Rules to make. your gold investment shine

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1 10 Rules to make your gold investment shine

2 Deciding to buy gold can provide you with security and the potential benefit of owning something that has been considered valuable since long before the beginning of recorded history. Before you dive into the world of gold ownership, here are 10 rules to follow when purchasing physical gold. RULE #1 - Have a Plan It is crucial to have a plan any time you invest money. It provides you with a supporting structure on which to base your moves. It encourages organization and sets the tone for a systematic approach, rather than promote a disjointed and disordered approach. Having a plan will help you achieve your goals by assisting you in plotting strategy and making insightful and appropriate choices. Decide which form of gold is appropriate for your needs, budget, and circumstances. There are plenty of choices out there: Various sizes of gold bars, bullion coins, rare coins (often called numismatics) and even different kinds of jewelry. Once you decide what you want to buy, there are more questions to consider: How much should you buy? How often should you plan to buy? Will you be selling frequently, or accumulating a position over time to hold? These are all questions that should be addressed before you act on your decision, and answering them will help you construct your plan. RULE #2 - Deal with a reputable firm Do your homework. Know your dealer. Don t buy anything you don t understand. It is always a good idea to make sure that you are dealing with a company that you can trust. Ask for referrals. Visit their website for testimonials. Check them out with business rating agencies and ask friends or associates if they have a referral for you. Since you are making an investment, invest wisely. Make sure you understand all that you can so that you feel comfortable about it before you act. That way you will invest with confidence. Ask questions. Understand their fee structure. RULE #3 - Devise an investment strategy An appropriate investment approach is one you are comfortable with. Once you decide to acquire a position, you need to consider the finer points. Are you going to do a long term buy and hold strategy? Are you just looking for short term asset preservation? Will you want to transact (buy and sell) regularly, or accumulate a position? It is also likely that a blending of approaches will end up suiting your needs. Determine the correct strategy for you based on your goals and time horizon before it s time to select the gold investments that may help to complete your portfolio. If you are planning to invest in different types of physical gold, there will be benefits and drawbacks to consider in relation to your trading goals. For example, when considering large gold bars (the delivery-quality ones that central banks buy and sell,) realize that they are probably not as liquid owing to their cumbersome size and price tag. If you want something more portable, bullion coins may be a more attractive choice as they are easily identifiable as such and therefore do not require any assay charges. Bullion means the coin has a set amount and purity of 2

3 gold. It s essentially like an ingot of gold but with easily understood denominations, although some may have an added numismatic value. Bullion coins include Krugerrands and the Swiss Vreneli, which are only available in gold. There are official mint collections like the American Eagle series which is available in gold, silver, and platinum, and the Canadian Maple Leaf series, available in gold, silver, platinum, as well as palladium. Many other countries have minted bullion coins including Australia, Malaysia, Mexico, Russia, China, and the UK. There is an expression: Buy bullion for business, numismatics for fun. This speaks to the fact that many coins have a premium price that is greater than the per ounce price of gold. RULE #4 - Pick the right size to invest in Calculate how much gold you wish to acquire. Some investment advisors recommend that 10% of your assets should be invested in gold. Such an approach is meant to act as a hedge against inflation and insulate wealth. Some may feel comfortable with that figure, while others may seek a higher or lower amount. It is entirely up to you, and depends on your level of comfort and risk tolerance. Any investment of this sort should be made with a full understanding of how it fits your plan. Don t forget that there are risks and responsibilities that come with gold ownership. Holding bullion in a private setting may mean investment in security. Keeping your bullion in a registered place (a bank or other facility) will bring the additional costs of storage. Factor these considerations into your investment plan. RULE #5 - Get in at the right price Getting your feet wet the first time is often challenging, as it sets your plan in motion. Prices are constantly shifting and that volatility might present its own unique challenges. However, there is no normal or right price. If you have done your due diligence and analysis, you should know where you are comfortable buying and selling. If your goal is to have 10% of your assets in gold, it s not a bad idea to scale into acquiring that quantity rather than buying it all in one fell swoop. One simple method might be to buy a third of what you ultimately wish to own, and then add regularly in 10% increments of that initial purchase. Another approach might be to buy half now, and then buy the remaining half in monthly installments. This dollar averaging is an acquisition technique that some gold investors use to scale into a gold investment. The technique suggests that you take your total planned investment and divide it into parcels. As an example, let s say you plan to purchase 20 ounces of gold. Your initial purchase was 10 ounces at $1,800 per ounce, for a total purchase price of $18,000. At a later date the price drops to $1,600 and you purchase another 10 ounces, for a purchase price of $16,000. The dollar-averaged price is derived by taking the total dollar investment and dividing it by the total ounces. In total you have purchased 20 ounces for a total of $34,000 ($18,000 initial purchase and $16,000 subsequent purchase) or a dollar-averaged cost per ounce of $1,700 ($34,000/20 ounces = $1,700). 3

4 RULE #6 - Be open to the idea of adding to your holdings Accumulating a position over time might make sense for an investor regardless of the asset. The economic picture can change, and adapting your portfolio to those shifts is important. Consider making regular purchases in a specified dollar amount as part of a scheduled portfolio review. Anyone who uses gold as a backup currency might consider adding incremental purchases of bullion. If gold goes up to $2,500 an ounce and you only have 1 oz coins, making change can be messy and complicated. Consider adding some smaller denominations like 1/10 and 1/25 oz coins. These could one day be more easily tradable for example, during a severe currency crisis where gold is used as currency. One thing to keep in mind is that smaller denominations, while easier to use in some transactions than whole ounces, are more expensive per ounce due to premiums added for minting. RULE #7 - Keep records and monitor price moves By regularly monitoring the price of gold, you can create a visual representation to help you chose appropriate times to consider additional purchases or sales according to your overall gold investment strategy. This would be especially appropriate if you have a regular purchase plan using a particular dollar amount or specified quantity. Prices will move, so monitoring the markets regularly can keep you aware of certain opportunities that may improve your ability to reduce your average cost. Price charts are available online, or you can keep one yourself. Information is readily available and the spot price is widely followed. Most news sources mention the gold price as part of their normal reporting procedure. By keeping charts, you can see for yourself the sometimes dramatic swings in price and look to use them to your advantage in your gold trading strategy. News events and economic reports drive precious metal prices. If you are planning to be an active trader, it is always a good idea to follow how these events may impact the price of gold. Since you are tracking the price movement, you are in a better position to identify important trends. You may never buy the bottom or manage to sell the top of any trend, but you can learn to identify and follow the established trend. Remember, the trend is your friend. As you improve your skills at monitoring trends, you will be in a better position to recognize when a trend change is happening, if one has already occurred, and to react appropriately. RULE #8 - Never overlook the extras. If you are buying and selling gold bars or coins, there will be other fees and transaction charges to keep in mind. If you are only holding short term, some of these costs can add up quickly so factor them into any profit and loss scenario. For example, storage fees are one thing to calculate if you are holding your gold long-term. 4

5 RULE #9 - Decide if you want physical possession Should you store your gold at a registered facility or take possession? If you are planning on buying and selling regularly, it may benefit you to keep your position with the firm with whom you transact. That will allow greater flexibility when you chose to sell. They already have the gold, so the process is simplified. Storing it elsewhere, depending on the form the gold is in, may incur additional assay fees. Taking physical possession of all, or even a portion of your gold investment may better fit your investment plan. If this is the route you choose, don t overlook potential insurance costs, the ability to find, create, and maintain a safe location, and the potential of an assay charge when you go to sell. RULE #10 - Remember to check with Uncle Sam Gold purchases and sales will probably have special tax considerations. The Internal Revenue Service (IRS) has special rules about gold and other collectibles. In some cases, profits from gold investments are subject to a 28% maximum tax rate if they were held for longer than one year. If you look to sell those gold holdings in a shorter time frame, the profits from gold count as ordinary income, which can also be taxed at far higher rates. Even outside the United States, gold bullion bar and coin investments could be subject to special taxes. Consult a tax professional so you have a full grasp of what your gold investment strategy could trigger for your tax burden. Building wealth doesn t happen overnight it takes patience. Being organized with your gold trading is a good start. Evaluating your progress helps you to know where you stand, and help you plan what steps need to be taken to achieve improved success. Following these rules will help you establish your position, but remember to be open to adapt to the changes in the market landscape. 5

6 Find more comprehensive Guides & Materials at: FreeInvestingtools.com Investors can find trading guides, books, CDs, webinars, online courses and more. These tools are useful for traders of: Equities Futures Foreign Exchange Options ETFs And More The material contained herein is being provided for educational purposes only. It neither is, nor should be construed, as an offer or solicitation of an offer to buy or sell securities. Free Investing Tools does not offer or provide any investment advice or opinion regarding any particular investment or investment strategy. Every individual investor is responsible for their own investment decisions, and such decisions should be based solely on an evaluation of their own particular financial circumstances, investment objectives, risk tolerance and liquidity needs. This material may not be reproduced, transmitted or stored in whole or in part without the express written consent of Free Investing Tools. Copyright 2011 Free Investing Tools. All rights reserved. 6

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