Ruby - 2.02ct

Investment Thesis 📝
 

Metric	Value
Investment Horizon	5–7 Years
Expected CAGR (Balanced)	14.4% p.a. after fees
Optimistic CAGR	23.3% p.a. after fees
Entry Discount	27% below fair market value
Sharpe Ratio	0.85 (vs. SMI: 0.61)
Value at Risk (VaR)	95% chance to exceed €27,300
Standard Deviation	16.5%
Risk Rating	A (8.8/10 – Low to Moderate Risk)

• 5–7 Year Horizon: Geared toward investors seeking long-term exposure to high-quality colored gemstones with historical resilience.
• 14.4% CAGR (Balanced): Reflects 60% probability of achieving the historical Mozambique ruby average return between 2010–2023.
• 23.3% CAGR (Optimistic): Based on premium appreciation scenarios and growing collector demand.
• 27% Discount to Market: Secured via B2B acquisition well below comparable B2C pricing; strengthens upside and reduces downside risk.
• Sharpe Ratio of 0.85: Indicates robust risk-adjusted return, exceeding equity benchmarks like the Swiss Market Index.
• 95% VaR Threshold: Risk model projects a 95% chance the asset will exceed the original €27,300 investment after 7 years.
• Standard Deviation (16.5%): Stress-tested for volatility; remains within low-risk classification.
• Risk Rating “A”: Top-tier profile backed by favorable Sharpe, VaR, volatility, and limited comparable availability.

Exit Options at Maturity 🚪

---

Exit will be managed with our expert, based on prevailing market conditions. Sale to a private buyer or gem auction is considered. Auctions are chosen when pricing and demand align to maximize value.

Why Invest in This Category? 🎨

---

Colored gemstones offer a blend of beauty and value. Driven by rarity and global demand—not stock markets—they’ve appreciated steadily. Unlike synthetic-prone diamonds, natural sapphires, emeralds, and rubies retain authenticity and pricing power. Premium colored stones are tangible stores of cultural and financial worth.

Why Invest in This Asset? 💎

---

Investing in this 2.02ct unheated Mozambique ruby means acquiring a gemstone with a uniquely compelling combination of rarity, visual allure, and market resilience. Its “pigeon’s blood” red—arguably the most coveted hue in the gemstone world—immediately sets it apart, especially as it is certified by GRS, one of the most respected gemological institutions. The ruby’s cushion cut adds a vintage softness to its intense color, while its eye-clean clarity enhances brilliance and depth, making it visually and technically outstanding. These attributes are extremely rare when combined, especially in stones above the 2ct threshold, further strengthening its desirability among serious collectors and investors.

What elevates this ruby beyond aesthetic appeal is its strategic value in the context of global market dynamics. Mozambique rubies, particularly unheated ones, have become the gold standard in modern gem investment. Due to geopolitical mining restrictions, ethical sourcing standards, and increased demand from Asia and Europe, supply remains constrained while demand continues to rise—especially for stones with GRS certification and investment-grade color and clarity. This imbalance reinforces the ruby’s premium pricing power and positions it as a strong hedge against market volatility.

Backed by strong auction results and a track record of steady price appreciation, this ruby is more than a beautiful stone—it’s a portable, tangible asset with enduring cultural and financial relevance. As the luxury and alternative asset markets mature, stones like this represent the next frontier in collectible investing, balancing emotional depth with capital appreciation.

Conclusion 🔍

---

This investment combines financial strength with emotional richness—offering high historical returns, strong downside protection, and timeless aesthetic appeal. With a 27% entry discount, excellent Sharpe ratio, and rare unheated quality, this ruby positions itself as a compelling long-term asset blending scarcity, cultural resonance, and measurable upside potential.