Liberty Investing - Metal - Commodities - Gold

Liberty Investing - Metal - Commodities - Gold

1. Type of Derivative Description Strategic Use Associated Risks Concrete example Advice for Investors Purchase options (Call) Right to purchase an asset at a specified price Used to speculate on a price rise or as protection Loss limited to premium paid, but can be complex Buying call options on gold in anticipation of a rise Start with simple options before moving on to complex strategies Put options Right to sell an asset at a specified price Used to speculate on a price decline or as protection Loss limited to premium paid Buying put options on oil in anticipation of a decline Use them as insurance rather than primary speculation Futures Contract to buy/sell an asset at a future price Hedging or speculation on future prices Potential for unlimited losses Silver futures contract, anticipating an increase in demand Make sure you understand the mechanics of futures contracts Swaps Exchange of financial flows Risk management, arbitration Counterparty risk, complexity Swap the interest rate to manage fluctuations Evaluate the costs and benefits, and understand the terms CFDs (Contracts for Difference) Contract between two parties to exchange the difference in value of an asset Speculating on price movements without owning the asset High leverage, risk of rapid loss Commodity index CFDs to capitalize on market movements Be aware of margins and margin calls Class 1 - Options and derivative products Summary – Derivatives Tips: Understand derivatives in depth before use. Prioritize risk management over speculation. Diversify without overweighting derivatives. Continually train on market developments. Consult a financial advisor for a suitable strategy. Module 6 - Advanced Investment Strategies

2. Concept Description Application Risks Concrete example Advice for Investors Lever Using borrowed capital to increase the size of an investment Amplify potential gains Also amplifies potential losses Using Leverage to Invest in Gold Futures Do not exceed a comfortable level of leverage and understand the risks Margins Deposit required to open a leverage position Allows investments with less equity Risk of losing more than the amount invested Investing in Oil Using Margins Make sure you can cover the required margins Margin calls Broker's request to increase margin due to unrealized losses Protection against large losses Risk of liquidation of the position Following a drop in silver prices, a margin call is received Be prepared to add funds or close positions if necessary Position Closure Selling a position in response to a margin call Limitation of losses Loss of invested capital Closing a copper position in response to a margin call Make decisions quickly to limit losses Risk management Strategies to limit losses due to leverage and margins Preserve capital Requires constant monitoring Use of stop-loss and take-profit Put risk management strategies in place in advance CLASS 2 - LEVERAGE AND MARGINS Summary and Tips Use leverage and margins with caution and understanding of risks. Establish exit strategies to limit losses. Train yourself on how leverage works and the broker's conditions. Constantly monitor leveraged positions. Consult experts for investment strategies in metals and commodities. Module 6 - Advanced Investment Strategies

3. CLASS 3 - SHORT SELLING AND OTHER TECHNIQUES Summary and Tips Fully understand short selling, the risks and benefits. Know the metals and raw materials market. Integrate short selling into a diversified strategy. Actively monitor and adjust these investment techniques. Techniques Description Objective Risks and Challenges Concrete example Advice for Investors Short Selling Selling an asset you don't own with the intention of buying it back at a lower price Take advantage of price drops Risk of unlimited losses Short Selling Silver Futures Understand the market and the risks Covered Short Selling Short selling while owning the underlying asset or a correlated asset Reduce the risks of short selling Less risky but requires assets as collateral Shorting Gold While Owning Gold Mining Company Stock Make sure you have the corresponding assets Swaps Contract for the exchange of financial flows between two parties Diversification and risk management Counterparty risk Swap the yield of two different commodities Evaluate the reliability of the counterparty Algorithmic Trading Using algorithms to automatically execute trading orders Maximize profits and minimize costs Risk of poor execution and market errors Oil Futures Trading Algorithm Constantly test and monitor algorithms Hedging Investing in an asset to reduce the risk of a correlated investment Protection against losses Associated costs and risk of poor execution Hedging an investment in oil with investments in natural gas Regularly adjust the hedging strategy Module 6 - Advanced Investment Strategies

4. CLASS 1 - TRENDS AND INFLUENCES ON METALS AND RAW MATERIALS Trends Influence on Metals/Raw Materials Adaptation of Investment Strategies Concrete Examples Advice for Investors Green Economy Focus on clean energy and green technologies influences demand for metals like copper and rare earths Align investments with companies that promote green technologies and renewable energy Investment in companies related to the production of electric batteries Prioritize investments in sectors aligned with the green economy Digitalization Digital transformation increases demand for metals used in technologies Adjust portfolios to include assets that benefit from digitalization Investing in metals used in semiconductors and information technology Stay informed of technological advances and their impacts on metals and raw materials Deglobalization Trade tensions and localism could affect global supply chains Diversify investments to minimize risks linked to global market fluctuations Exploration of local and regional markets for investment opportunities Diversify portfolios to reduce dependence on specific markets Urbanization Growing urbanization influences demand for metals and raw materials for construction Align investments with projects and businesses that benefit from growing urbanization Investment in metals used in construction and urban infrastructure Exploring opportunities in rapidly urbanizing areas Social Responsibility Growing importance of social responsibility influences investment decisions Prioritize investments in companies that follow good social and environmental practices Commit funds to companies with strong corporate social responsibility (CSR) Consider RSC when selecting assets for investment Summary and Tips Stay informed about technological innovations and their impact. Diversify technology investments to minimize risks. Critically evaluate new technological opportunities. Adopt a long-term vision with strategic flexibility in the face of change. Module 7 – Global Trends and Investment Opportunities

5. CLASS 2 - INNOVATION AND EMERGING TECHNOLOGIES Technologies Impact on Metals and Raw Materials Investment Opportunities Risks Concrete example Advice for Investors Blockchain and Tokenization Improved traceability and transparency Investing in commodity tokens Technological and regulatory risks Tokenization of gold assets Stay up to date with regulations Artificial Intelligence (AI) Improved market forecasting and analysis Investing in AI startups targeting commodities Risk of poor adoption/implementation AI applied to oil price forecasting Evaluate the technological solidity of startups Internet of Things (IoT) Supply Chain Optimization Investment in IoT solutions for mining and agriculture Data security risks IoT in Gold Supply Chain Management Ensure a comprehensive risk assessment Renewable Energies Affects demand for certain metals Investing in metals used in green technologies Regulatory dependence/policy environment Investment in lithium for batteries Search for metals with growing demand Biotechnology Impact on agricultural production and raw materials Investing in raw material production innovation Ethical and regulatory risks Biotech in the optimization of cocoa production Consider the ethical implications Automation and Robotics Improved efficiency in production Investing in technologies improving production Risk of technology obsolescence Robots in precious metal mines Analyze the potential for technological disruption Module 7 – Global Trends and Investment Opportunities

6. Class 3 - Adaptation to changes and future of investment Summary and Tips Take a holistic approach including technology, policy and trends. Be proactive in adjusting investment strategies. Base decisions on detailed trend analysis. Continuously update investment knowledge. Domain of Evolution Anticipated Changes Impacts on Investment Strategic Adaptation Practical Recommendations Energy Transition Increasing green energy Increased investment in green metals Favor lithium and cobalt Position yourself early in green metals Financial Technologies Growth of cryptocurrencies and fintech Diversification of investment assets Exploring cryptocurrencies Getting to know blockchain technology Sociopolitical Developments Variability of international trade policies Policy sensitivity of raw materials Constant monitoring of policies Be responsive to political changes Evolution of Consumption Increase in online consumption Impact on logistics and distribution Investing in logistics-related technologies Follow consumer trends Prosperity Increase in sustainable investments Influence on investment choices Promote sustainable practices Take a long-term perspective Innovations in Agriculture Adoption of innovative agricultural technologies Opportunities in related sectors Explore agtech investments Stay up to date on agricultural innovations Demographic Evolution Change in overall demographic patterns Adjustments in investment strategies Adapt assets according to demographic needs Consider demographics in strategies Module 7 – Global Trends and Investment Opportunities

7. Summary of Investing in Gemstones and Jewelry Summary and Tips Perform detailed research on gemstones and jewelry. Consult experts for an authentic assessment. Perform due diligence on authenticity and value. Aim for a long-term investment strategy. Diversify the portfolio in alignment with risk and objectives. Module 7 – Global Trends and Investment Opportunities

8. Class 5 - Marketplaces, Places of exchange, Digital Platforms for Raw Materials and Precious Metals Elements Description Examples / Options Advice for Investors Online Marketplaces Online platforms that connect buyers and sellers directly eBay, Alibaba, Amazon Check the seller's credibility and return policy Specialized Platforms Sites that focus specifically on precious metals and commodities BullionVault, Kitco, JM Bullion Choose platforms with solid expertise and reputation Online Auctions Platforms offering an auction environment for buying and selling Catawiki, Sotheby's, Christie's Find out about fees and ensure transaction transparency Mobile Apps Apps for buying, selling and tracking prices on smartphones Gold Price Live, Investingcom Make sure apps are secure and reliable Forums and Communities Platforms to share information, opinions and advice on investments Reddit, Kitco Forums Use these platforms for research and learning, not for direct financial advice Social Networks and Blogs Informal sources of information, market analysis and trends LinkedIn, Twitter, Specialized blogs Always verify information from multiple sources Cryptocurrencies Backed by Metals Cryptocurrencies that are backed by real precious metals Perth Mint Gold Token (PMGT), DigixGold (DGX) Understand the risks and terms before investing Security and Privacy – Ensure your chosen platforms and applications are secure, with a good reputation to protect your data and investments Due Diligence – Always perform due diligence before making any transactions, check reviews, ratings and reputation of sellers or platforms Platform Diversity – Use a variety of platforms to access a wider range of products, prices and investment opportunities Avoid Fraud - Be aware of the risks of fraud and scams, especially on less regulated or non-specialized platforms Module 7 – Global Trends and Investment Opportunities