The Lombra Report, an independent study conducted by Professor Raymond E. Lombra of Penn State University, provides a compelling analysis of the investment performance of gold and rare U.S. coins spanning 35 years. This report offers valuable insights for investors seeking to diversify their portfolios and explore the potential of rare coin investments.

Professor Lombra's study, released in 2013, meticulously examined the average annual rate of return on various assets, including stocks, Treasury bonds, gold bullion, and rare coins. The findings reveal that high-quality coins and stocks consistently delivered the highest returns over the past three decades. The rare coins featured in the study were found to yield an average annual return of 12.2%.

The Significance of Rare Coins in Investment Strategy

The Lombra Report underscores several key aspects that elevate the status of rare coins as a viable investment option:

Inflation Hedge: The report establishes that rare coins have a strong positive correlation with inflation, outperforming other assets, including gold. This characteristic positions rare coins as a reliable hedge against inflationary pressures.

Portfolio Stability: The study identifies a low beta for rare coins, indicating that they can contribute to reducing overall portfolio volatility during stock market fluctuations.

Consistent Returns: Rare coins have demonstrated consistent positive returns, even during periods of economic downturns, thereby showcasing their resilience and stability.

Strategic Implications for Investors

The Lombra Report suggests that the inclusion of certain rare coins within an investment portfolio can enhance overall performance. The study emphasizes that rare coins, with their consistent gains and ability to hedge against inflation, present a compelling case for diversification.

The comprehensive analysis presented in the Lombra Report advocates for the strategic inclusion of rare coins in investment portfolios. For investors seeking diversification and stability, rare coins emerge as a noteworthy asset class with the potential to deliver consistent and favorable returns.

At United Patriot Coin, we realize that the Lombra Report does NOT mean that investing in rare coins is a sure thing, or that all rare coins will see price appreciation. That’s why we always recommend that our clients carefully consider their options and work with one of our specialists to help you select the RIGHT coins for your portfolio.

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