I’m going to come clean and say I am very much overweight in Ag and underweight in Au. My ratio is about 1oz of Au for every 100oz’s of Ag. I’ve just been so busy grabbing tubes of Libertads close to spot spending all my fiat there. I did my calculations today and was very surprised.

So I have accumulated many tubes of 2011 BU Libertads right from the mint through my connection. Right now I have 3 offers to trade and would like to hear feedback from all. My last trades were at 43 and I feel like it’s going to move toward 60-70 range for a while. So with all this information – Which deal would you pick:
1). Trade at the GSR of 1:51 for a 1985 MS68 Chinese Panda
2). Trade at the GSR for a bunch of 1/4oz fractional AGEs. This seems tempting since the premiums on fractionals can be higher and in a SHTF scenario fractional gold might be more useful.
Or lastly
3). Trade below the GSR at 48 for a 1oz AGE

I am leaning towards number 3 since he is willing to trade below the GSR due to Ag volatility. However; I might do all three trades but these are the offers I have so far. The Panda seems attractive since its graded (not a fake) but I’ve already got some Au Panda’s and a friend has a bunch of 1997 she agreed to sell to me at spot – she is from China and got these for wedding gifts. All seem like good offers. FYI – The 2011 BU Libs are selling on the bay for $40-$46 when I checked last night for closed sales.

I’d appreciate feedback from those who’ve traded and which option you’d pick. I’ve traded only 4 times before (Ag for Au) so I’m out of my expertise range. Thanks in advance.

-Fusion