At Defiant Capital Group we work with clients who hold physical precious metals as a diversifier in the context of their overall investment strategy. In a recent feature for Financial Planning, Jonathan Dane talks about holding precious metals and rare coins in a portfolio, and some of the best practices.
For purchases, Dane said he steers clients toward highly liquid coins with low markups — like American Gold Eagles, Krugerrands and American Silver Eagles — rather than bars or collectibles, which can have wide bid-ask spreads.
“Liquidity and pricing transparency matter far more than novelty,” he said.
https://www.financial-planning.com/news/should-advisors-let-rare-coins-jingle-in-client-portfolios
