Category: Gold and Silver

Hello, again! – The iPhone/Gold Ratio 2024

Posted on by Incrementum AG

Hello, again! – The iPhone/Gold Ratio 2024

“For the third consecutive year, Apple has not only kept iPhone prices steady but decreased them!” – This is what the headlines would read if you paid for your iPhone with gold. The iPhone 16 Pro with 1 TB of memory costs just 0.60 ounces of gold, which is 23% less than last year’s 0.78 ounces of gold for the iPhone 15 Pro, since the price of gold in US dollars has risen by an impressive 30.8% in the last 12 months, recording numerous new all-time highs since December 2023.

Notes from the Road

Posted on by Incrementum AG

After nearly two weeks in the U.S., attending and speaking at two of the most important events in the mining sector – the Precious Metals Summit (Beaver Creek) and the Gold Forum Americas at the Denver Gold Show (Colorado Springs) – we are back with renewed focus and insights that we are eager to share with you. Both conferences were invaluable opportunities to meet face-to-face with management teams, ask tough questions, and discuss the critical milestones that lie ahead for our portfolio companies. The overall sentiment was ‘constructively positive,’ though the lack of euphoria suggests that there’s still room for growth—an excellent signal for disciplined, active, long-term investors like us.

Read the PDF below.

O’zapft is! The Gold/Oktoberfest Beer Ratio 2024

Posted on by Incrementum AG

O’zapft is! The Gold/Oktoberfest Beer Ratio 2024

Tomorrow, Saturday, September 21, it’s that time again. The Mayor of Munich, Dieter Reiter, will perform the traditional beer tapping at the 189th Oktoberfest. All eyes will be on him, counting out loud how many strokes he needs to drive the tap into the wooden barrel. The exuberant atmosphere on the Theresienwiese continues to be dampened by a glance at your wallet. Yet the exuberant atmosphere on the Theresienwiese will very likely be dampened by the prices. This year, a Maß of beer at the Oktoberfest costs up to EUR 15.30, thus exceeding EUR 15.00 for the first time. However, gold investors have no reason to complain, as the sharp rise in the price of gold over the past 12 months, with numerous new all-time highs, is filling more and more beer mugs despite the renewed price increase. At 148 Maß Oktoberfest beer per ounce of gold, gold investors are able to afford 29 more Maß than in 2023. This corresponds to an increase of almost 25%!

The Optimal Gold Allocation – How Much Gold Does Your Portfolio Need?

Posted on by Incrementum AG

The Optimal Gold Allocation – How Much Gold Does Your Portfolio Need?

It is our pleasure to announce the release of our latest In Gold We Trust special: The Optimal Gold Allocation.

In this special publication we explore the critical role that gold plays in a diversified investment portfolio. As markets continue to navigate uncertainty, understanding the strategic benefits of gold allocation is more important than ever. How much gold does your portfolio need?