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How would you put together a diversified coin investment portfolio?
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<p>[QUOTE="Volante, post: 2159553, member: 57279"]That's true- the reason I chose 1yr as the minimum threshold was to align it with the short-term vs. long-term capital gains tax tradeoff you might make in a stock trading account.</p><p><br /></p><p>To return to the original question, here's one way I might think about putting together a portfolio. </p><p><br /></p><p>I'd first take about 50% of the money ($2500) and put it into some of the more <u>broadly-popular 20th c. U.S. keys</u>, in TPG plastic:</p><p>1916-D Mercury G-4 ~$750</p><p>1909-S VDB VG-8 ~$600</p><p>1932-D Washington XF-40 ~$200</p><p>1921 Peace MS-63 ~$400</p><p>1881-CC Morgan MS-64 ~$600</p><p><br /></p><p><u>25% ($1250) I'd put into U.S. pre-33 gold</u>:</p><p>Common date Indian Head half eagle AU-58 ~$450</p><p>Common date Indian eagle MS-62 ~$800</p><p><br /></p><p><u>10% ($500) I'd put into world coins</u>:</p><p>1934 China junk dollar MS-63 ~$200</p><p>GBr trade dollar MS-63 ~$250</p><p>Late 19th c. Mexico 8 reales AU ~$50</p><p><br /></p><p><u>10% ($500) I'd put into ancients, also in plastic</u> (sorry, ancients collectors!):</p><p>Alexander drachm F - ~$200</p><p>Marc Antony galley legion denarius F ~ $300</p><p><br /></p><p>The remaining 5% I'd put into raw or MS-69 moderns (whatever grade doesn't carry a premium), or maybe just leave liquid. I don't track moderns, so I'm just spitballing here:</p><p>Marshals commem. MS dollar - $50</p><p>4 other commem. MS dollars - $200</p><p><br /></p><p><br /></p><p>Of course, this completely ignores many other important segments of coin collecting, such as colonials, classic U.S., varieties, early commems, etc. With a limit of $5000, it's very difficult to build out a truly diversified portfolio.[/QUOTE]</p><p><br /></p>
[QUOTE="Volante, post: 2159553, member: 57279"]That's true- the reason I chose 1yr as the minimum threshold was to align it with the short-term vs. long-term capital gains tax tradeoff you might make in a stock trading account. To return to the original question, here's one way I might think about putting together a portfolio. I'd first take about 50% of the money ($2500) and put it into some of the more [U]broadly-popular 20th c. U.S. keys[/U], in TPG plastic: 1916-D Mercury G-4 ~$750 1909-S VDB VG-8 ~$600 1932-D Washington XF-40 ~$200 1921 Peace MS-63 ~$400 1881-CC Morgan MS-64 ~$600 [U]25% ($1250) I'd put into U.S. pre-33 gold[/U]: Common date Indian Head half eagle AU-58 ~$450 Common date Indian eagle MS-62 ~$800 [U]10% ($500) I'd put into world coins[/U]: 1934 China junk dollar MS-63 ~$200 GBr trade dollar MS-63 ~$250 Late 19th c. Mexico 8 reales AU ~$50 [U]10% ($500) I'd put into ancients, also in plastic[/U] (sorry, ancients collectors!): Alexander drachm F - ~$200 Marc Antony galley legion denarius F ~ $300 The remaining 5% I'd put into raw or MS-69 moderns (whatever grade doesn't carry a premium), or maybe just leave liquid. I don't track moderns, so I'm just spitballing here: Marshals commem. MS dollar - $50 4 other commem. MS dollars - $200 Of course, this completely ignores many other important segments of coin collecting, such as colonials, classic U.S., varieties, early commems, etc. With a limit of $5000, it's very difficult to build out a truly diversified portfolio.[/QUOTE]
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