Golden Portfolio: Gold Royalty Earnings are Crushing the Market

I posted an update earlier today to readers of my Golden Portfolio service. 

I wrote:

Golden Portfolio (or GP) is the service that I think anyone should and could use to earn substantial profits from gold for decades to come. 

In part, that’s because I exclusively cover gold royalty stocks in the Golden Portfolio.

If you’re new to Golden Opportunity, you might not be aware of my thoughts on gold investing in general… 

But gold royalties are (in my opinion) a superior business model that makes it very difficult to lose money, and very easy to earn profits (and dividends). 

That’s because these businesses are not really in the gold mining business at all. They only own a percentage of gold production from gold mines. That’s it. They have very few employees, almost zero overhead, and when they’re well-run, they can be the best companies to own in the market.

I’m not just talking about the gold market. I want to be very clear on this point: I believe gold royalty firms are the BEST companies to own in the entire stock market.

They have all the hallmarks of a long term stock that people like Benjamin Graham and Warren Buffett would love to own: they’re capital efficient businesses that return cash to shareholders, raise dividends, and they keep the business model simple enough that anyone can understand it. 

The proof is that the best companies in this business have dwarfed the gains of the stock market and the gold market in general, but also of Warren Buffett himself over the past few decades. 

Today, I told my readers about three companies in the GP service that reported Q2 financial results. I won’t bore you with a list of earnings per share and cash flow – but I will tell you that all three companies posted various record profits and earnings. 

Two raised their dividends. 

One raised its dividend for the 14th time in 25 years. 

That last company is one of the most successful companies in stock market history, returning over 5,695% in the past 20 years. If you had bought this company 20 years ago, your yield on cost dividend would be 30%… 

I’m not saying that if you own this company for 20 more years, you’ll see another 5,000% gain, or that your dividend will be 30%. 

But I am saying that I have another dozen companies in my GP service that are along the same trajectory of this 5,000% company. 

And I’m covering all of the best gold royalty companies in the sector in this service, because I’m certain that the vast majority of them will be some of the best companies to own for years to come. 

It would not surprise me to see a handful of the current companies my active portfolio to jump at least 5,000% in the coming years. These companies are still mostly undervalued relative to the price of gold.

But when Wall Street and Main Street both start to notice that ALL of these companies are hitting record earnings, profits, cash flows and raising dividends?

It won’t take much interest to send these companies soaring. Already, my GP service average gain is at 88% for the year. Some of the companies in this service are up over 100%. And by my analysis, almost all of them are selling well under their fair value price. 

If you’re looking for the easiest and least risky way to earn profits from this gold bull market, GP is it. 

We’ve only just begun earnings season. It’s likely that the rest of my Golden Portfolio companies will also hit record earnings. 

Don’t wait. 

Best, 

Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio

https://globexmining.com/