Investment strategies



2015-06-26 12:42:19

Investment strategies

Five investment strategies of the rich and famous: what you can learn from the world's wealthiest people

"No fees... Free storage if required... And, above all: Pleasure, Passion & Profit"

  • Paul Fraser of

Are you looking for a new investment strategy? Even if not, this is something you should definitely see. Because most people would never think of doing it...

Yet the people who have done it are among the world's richest. Like Bill Gates, Malcolm Forbes, William H. Gross and the late Apple founder Steve Jobs.

These billionaires represent a unique club. They enhanced their wealth through unique investment strategies that most people would never consider.

Let me show you how...

#1 Malcolm Forbes's investment strategy: think 'long-term'

Magazine mogul Malcolm Forbes died in 1990, aged 70. He had an estimated net worth of $400m-to-$1bn.


Malcolm Forbes: a pioneer of autograph collecting

Yet he also had a secret investment strategy among his well performing assets. And he'd known about this secret since he was 15...

Forbes developed his 'secret' passion as a teenager while sorting correspondence in Forbes Magazine's mailroom (then run by his father): rare autographs.

Forbes was one of the first business-minded people, alongside Paul Fraser, to spot the investment potential of rare signatures.

"None of my other investments give me the joy that autographs do, because they make me feel that I am holding a piece of history in my hands"

  • Malcolm Forbes

    Did you know that values of the rarest autographs have risen by 358.5% in the last 11 years? That's equivalent to 14.84% per annum. Autographs have a proven track record as a long-term investment strategy - even outperforming other commodities like property and gold.

#2 Bill Gates's investment strategy: choose rare assets


Bill Gates: founder of Microsoft; finder of some of the world's greatest collectibles

Like Forbes, Bill Gates also has a passion: rare manuscripts. In fact, one of Gates's most famous investments was a rare manuscript. In 1994, the Microsoft founder bought Leonardo Da Vinci's one-of-a-kind Codex Leicester notebook for $30.8m.

Rare books and manuscripts have shown impressive returns as an investment strategy - thanks, in part, to the laws of supply and demand. Whatever your investment budget, it is worth looking at the increasingly-limited supply of First Editions on the markets.

"I'm lucky that I own that notebook. I've always been amazed by Da Vinci, because he worked out science on his own."

  • Bill Gates on Da Vinci's Codex Leicester

Da Vinci's Codex Leicester is an even greater asset because it is one-of-a-kind. Today, it remains the most expensive manuscript ever sold. Its value would be even greater if measured today.

#3 Steve Jobs's investment strategy: choose a childhood passion


Steve Jobs was a 'classic' example of a 'baby boomer' memorabilia collector

"My model of business is The Beatles." This is what Apple founder Steve Jobs told US TV show 60 Minutes, prior to his death in 2011.

"The [Fab Four's] total was greater than the sum of the parts - and that's how I see business. [It] is really always a team."

  • Steve Jobs, Apple Inc founder, on The Beatles

Jobs was part of the "baby boomer" generation: people aged 8-16 years old when Beatlemania hit America in 1964. Jobs himself felt The Fab Four's huge effect on society, even styling his hair and clothes after them. So it's no surprise he also collected Beatles memorabilia.

"Baby boomers" actually control roughly 80% of the world's wealth. They are living longer, with more disposable income and more time on their hands. They are also a major force in the collectibles markets - pushing Beatles collectibles to larger sale amounts.

Recent sales

include John Lennon's "Bed Peace" protest art. It auctioned at Christie's London for $154,000.

#4 William H. Gross's investment strategy: weigh-up your assets

Bill Gross isn't only a world-revered financial manager (including running PIMCO's $252.2bn Total Return Fund). He is also a renowned stamp collector. In 2005, Gross needed just one more stamp to complete his 19th century US stamp collection...

A week prior, Gross had made philatelic history with his World Record $2.7m purchase of a block of four Inverted Jenny stamps - aka "America's most famous stamp". What happened next was even more remarkable. Gross swapped his $2.7m Inverted Jennies for a single stamp.

"I emailed Bill and said... Y'know, you need another Inverted Jenny block like you need a hole in the head."

  • William H. Gross's stamp advisor, Charles Shreve

The single stamp was a one-of-a-kind one cent Z-Grill. With it, Gross's collection became the third-ever complete set of 19th century US stamps in philatelic history. And, what might seem crazy to non-philatelists, was actually a very shrewd investment strategy...

The value of the Z-Grill stamp - even rarer than an Inverted Jenny - jumped instantly from $935,000 to $2.97m overnight!

#5 An investment strategy that Forbes, Gates, Jobs and Gross would all agree on...

Bill Gates doesn't only collect books. In 1998, he purchased 'Lost on the Grand Banks' by the American artist Winslow Homer for $36m. At the time, this made it the most expensive American painting in history.

Like Forbes and other billionaires, Gates's desire to collect is underpinned by real passion for art and books. He also collects classic cars.

But Gates also recognises diversification as an investment strategy.

Put simply: wealthy individuals have long placed their money in 'safe haven' tangible assets. Like stamps (William H. Gross); art, books and cars (Bill Gross); or autographs (Malcolm Forbes). This way they can avoid the ups and downs of the traditional financial markets.

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Collectibles as an investment strategy is nothing new...

Did you know...

The average value of autographs in the PFC40 Autograph Index rose by 358.5% over 11 years (14.84% per annum)

The index tracking fine wines rose by 175% between 2000-2010

The index tracking gold coins rose by 300%, also between 2000-2010?

Each of these assets has outperformed 'traditional investments' like property, savings accounts and shares.

Paul Fraser was, along with Malcolm Forbes, among the first people to popularise the idea of autographs as an investment strategy. Paul started this more than 35 years ago.

Since then, Paul set up an autograph index to speak to investors 'in their own language'. It was subsequently listed on Bloomberg Professional terminals. Today, the latest version of this index is the PFC40 Autograph Index:

View the PFC40 Autograph Index here

Autographs brought investors a compound growth of 14.84% per annum over the last 11 years, according to the PFC40. Compare that to the 1/2% pa you could expect from a savings account. The benefits of collectibles soon become obvious.

The collectors' markets are set to double... even triple in size

There are currently an estimated 200 million serious collectors worldwide. This figure is set to grow in the next 30 years:

70 million people each year are joining the 'middle class' ranks says Goldman Sachs

75,000 people in the US alone are retiring each day - taking up hobbies like collecting

We're seeing a huge global expansion in places like China, Asia, Russia and the Middle East.

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or telephone +44 (0)117 933 9500

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Take a look at our 120% Guarantee stock

Paul has witnessed the benefits of collectibles first-hand for more than 35 years.

Bill Gates, William H. Gross, Steve Jobs and Malcolm Forbes each bought their collectibles from trusted dealers. This is why Paul Fraser Collectibles endeavours to bring you the best service.

And it is also why we believe our stock. All of it has been expertly authenticated. Many of our items come with a 120% Guarantee.

Click here to learn about our 120% Guarantee

Remember: no fees. Just pleasure, passion and profit.

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Or join our 212 readers worldwide - sign up for our FREE newsletter

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