I am intending to purchase ZKB ETF Gold in CHF and ZKB ETF Silver in CHF as protection + middle/long term investment in view of profound changes in the financial system, taking in consideration BRICS and USA relationships.
The ZKB ETF is physically secured and since I live in CH, I prefer having the gold accessible here as well. I generally believe that commodities will play an important role in the years to come, potentially stronger than it is now - so my interest as well in Silver for middle long term investment (industrial applications and undervaluation). I can invest a fifth of my portfolio now due to unexpected income.
I am considering a split as follow : 60% Silver and 40% gold -silver stronger since it is undervalued. Any hints on the good and bad of this investment idea?
I personally have 80% gold, 15% silver and 5% platinum. How do you decide that Silver is undervalued?
Are you expecting a reversion to mean in the gold:silver ratio? To where? 80 ounzes of silver to every ounze of gold? or rather 50 ounzes of silver? Here’s 5 years of it:
We did not consider silver in relation to gold, but rather as a commodity, used as a reserve but with greater potential of increase than gold.
Given how much gold costs right now, our hypothesis is that silver might increase more than gold. We considered the great demand of silver due to increased and new technological applications, versatility of this commodity compared to gold, and new trends from central banks to add silver into their reserves.
And that’s why we thought about the 60-40 proportion with silver on the higher end. But this is so difficult to see clearly, we thought getting some thoughts of the community!
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But this is so difficult to see clearly, we thought getting some thoughts of the community! 