Corventa Metals Strategies
NOT EVERY PRECIOUS-METALS INVESTOR HAS THE SAME OBJECTIVE.
Some investors approach physical precious metals primarily from a defensive perspective.
Others seek greater exposure to potential appreciation across the metals complex.
Corventa's strategy frameworks provide a structured starting point for exploring those different objectives.
START WITH THE OBJECTIVE.
Three ways to approach physical precious metals.
THE BEAR
DEFENSE FIRST.
A precious-metals framework emphasizing gold, liquidity, premium discipline and a relatively more defensive mix within the physical-metals category.
THE BULL
OPPORTUNITY FIRST.
A broader precious-metals framework designed for greater participation in potential metals appreciation and greater willingness to accept price volatility.
CUSTOM
YOUR OBJECTIVE.
Build a custom physical precious-metals allocation based on the investor's specific objectives and desired metal mix.
THE BEAR
DEFENSE FIRST.
The Bear framework is designed as an educational starting point for investors whose precious-metals conversation emphasizes tangible ownership, liquidity, gold exposure and premium discipline. The objective is not to eliminate risk. Physical precious metals can rise or fall in value. Instead, The Bear represents the relatively more defensive end of Corventa's precious-metals allocation spectrum.
The objective is not to eliminate risk. Physical precious metals can rise or fall in value. Instead, The Bear represents the relatively more defensive end of Corventa's precious-metals allocation spectrum.
- Gold Allocation
- 70%
- Silver Allocation
- 25%
- Platinum Allocation
- 5%
Illustrative default allocation. Editable by Corventa administrators.
STRATEGY CHARACTERISTICS
PRIMARY EMPHASIS
Gold
RELATIVE METALS VOLATILITY
Lower
LIQUIDITY EMPHASIS
Very High
PREMIUM DISCIPLINE
High Priority
SECONDARY EXPOSURE
Silver
TACTICAL EXPOSURE
Platinum
PRODUCT-SELECTION PRINCIPLES
- Favor recognizable, liquid physical bullion
- Consider premiums before purchase
- Consider resale liquidity before purchase
- Maintain a strong gold weighting
- Use silver for additional precious-metals exposure
- Keep platinum exposure more limited
- Avoid unnecessary collectible or numismatic premiums unless specifically intended
THE BEAR STARTS WITH THE QUESTION:
“How can I structure physical-metals ownership while emphasizing gold, liquidity and premium discipline?”
THE BULL
OPPORTUNITY FIRST.
The Bull framework represents the more opportunity-oriented end of Corventa's physical precious-metals spectrum. It maintains physical ownership while increasing exposure to metals that may experience greater percentage price movements. The Bull accepts greater potential volatility in exchange for broader participation across the precious-metals complex.
The Bull accepts greater potential volatility in exchange for broader participation across the precious-metals complex.
- Gold Allocation
- 55%
- Silver Allocation
- 30%
- Platinum Allocation
- 15%
Illustrative default allocation. Editable by Corventa administrators.
STRATEGY CHARACTERISTICS
PRIMARY EMPHASIS
Steady Growth
CORE EXPOSURE
Gold
TACTICAL EXPOSURE
Platinum
RELATIVE METALS VOLATILITY
Higher
LIQUIDITY EMPHASIS
High
PRICE SENSITIVITY
Greater
PRODUCT-SELECTION PRINCIPLES
- Maintain meaningful gold exposure
- Increase silver exposure
- Include greater platinum exposure
- Consider premiums and spreads
- Avoid unnecessary collectible premiums
- Maintain an exit strategy before purchase
THE BULL STARTS WITH A DIFFERENT QUESTION:
“How can I increase my exposure to potential precious-metals appreciation while maintaining physical ownership?”
TWO FRAMEWORKS.
TWO DIFFERENT OBJECTIVES.
| Category | THE BEAR | THE BULL |
|---|---|---|
| POSITIONING | Defense First | Opportunity First |
| PRIMARY METAL | Gold | Steady Growth |
| GOLD | 70% | 55% |
| SILVER | 25% | 30% |
| PLATINUM | 5% | 15% |
| RELATIVE METALS VOLATILITY | Lower | Higher |
| LIQUIDITY EMPHASIS | Very High | High |
| PREMIUM DISCIPLINE | High Priority | High |
| PRICE SENSITIVITY | Lower | Greater |
THE BEAR
THE BULL
Both strategies consist entirely of precious metals and can experience material losses. Comparisons use RELATIVE METALS VOLATILITY (Lower / Higher) rather than absolute risk labels. Neither framework is described as “Low Risk” or “High Risk.”Past performance does not guarantee future results.
YOUR OBJECTIVE MAY BE DIFFERENT.
That's why Corventa also supports custom allocations.
- Gold Allocation
- 33%
- Silver Allocation
- 33%
- Platinum Allocation
- 34%
Total: 100% — Valid allocation
PERCENTAGES DON'T BUY PHYSICAL METAL.
A target allocation is only the beginning. Real-world physical precious-metals transactions are affected by:
CURRENT METAL PRICES
PRODUCT PREMIUMS
BID / ASK SPREADS
PRODUCT AVAILABILITY
IRA ELIGIBILITY
PRODUCT LIQUIDITY
STORAGE REQUIREMENTS
DELIVERY PREFERENCES
INVESTMENT SIZE
EXISTING METALS HOLDINGS
EXPECTED HOLDING PERIOD
EXIT STRATEGY
THE CHEAPEST METAL ISN'T ALWAYS THE BEST PRODUCT.
THE BEST PRODUCT IS THE ONE THAT FITS THE OBJECTIVE, PRICE, LIQUIDITY AND EXIT PLAN.
TURN THE FRAMEWORK INTO AN ACTUAL PROPOSAL.
Select your parameters to see target metal dollar allocations.
Target Metal Allocations
TARGET GOLD
$70,000
70% of investment
TARGET SILVER
$25,000
25% of investment
TARGET PLATINUM
$5,000
5% of investment
These are TARGET METAL ALLOCATIONS. They are NOT exact transaction amounts. Physical products trade in discrete units and include premiums, so actual transaction amounts will differ.
FROM PERCENTAGES TO PHYSICAL METAL.
This is a major Corventa differentiator.
The proposal engine attempts to translate target allocations into an illustrative physical-product basket. Product selection considers:
Corventa does not hard-code product recommendations into this page. When current inventory and pricing data are available, the proposal engine uses that existing functionality. When current inventory integration is unavailable, target metal dollar amounts are shown without inventing product availability.
WHAT YOU BUY MATTERS.
So does what you pay.
Where current pricing data exists, the proposal clearly distinguishes the components of the transaction. The objective is transparency.
METAL VALUE
The underlying spot value of the physical metal content.
PRODUCT PREMIUM
The amount above spot charged for the specific product.
ESTIMATED TRANSACTION TOTAL
The combined estimated cost of the physical product.
PREMIUM %
The premium expressed as a percentage of spot.
PREMIUM OVER SPOT
The dollar amount above spot per unit.
Corventa does not hide premiums inside a single unexplained number when the existing pricing system allows them to be displayed accurately.
THINK ABOUT THE EXIT BEFORE THE PURCHASE.
Corventa considers potential liquidity before selecting physical products. Different coins and bars can carry different premiums, spreads and resale characteristics.
A product with a higher purchase premium may not necessarily provide a proportionally higher resale value. That is why product selection should consider both:
THE BUY
THE EVENTUAL SELL
LIQUIDITY IS PART OF THE STRATEGY.
START WITH THE CONVERSATION.
NOT THE PRODUCT.
THE BEAR
MAY BE A USEFUL STARTING POINT WHEN THE DISCUSSION EMPHASIZES:
- Gold
- Liquidity
- Premium discipline
- Defensive positioning
- Simplicity
- Tangible diversification
THE BULL
MAY BE A USEFUL STARTING POINT WHEN THE DISCUSSION EMPHASIZES:
- Greater silver exposure
- Broader metals exposure
- Greater price sensitivity
- Potential relative-value opportunities
- Willingness to accept greater volatility
- Physical ownership
Neither framework is described as right for any particular investor. Both may help frame the discussion. Both strategies consist entirely of precious metals and can experience material losses.
FOR FINANCIAL PROFESSIONALS
TURN A PRECIOUS-METALS CONVERSATION INTO A PROFESSIONAL CLIENT PROPOSAL.
Corventa's proposal platform helps qualified financial professionals illustrate physical precious-metals allocations and translate those frameworks into actual transaction discussions.
PROPOSAL FIELDS
PROPOSAL ACTIONS
PRECIOUS METALS ARE PHYSICAL ASSETS.
THE RISKS ARE REAL TOO.
Physical precious metals can rise or fall in value.
Gold, silver and platinum can behave differently and may experience significant volatility.
Physical products generally involve premiums, dealer spreads and transaction costs.
Storage, shipping, custody and other expenses may apply.
An investor should understand both the purchase and the expected liquidation process before completing a transaction.
Past performance does not guarantee future results.
These strategy frameworks are educational and should not be construed as individualized legal, tax or investment advice.
START WITH A FRAMEWORK.
BUILD THE ACTUAL METALS PLAN.
FINANCIAL PROFESSIONAL?
EXPLORE THE CORVENTA PARTNER PROGRAM