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Strategies & Market Trends : Strictly: Drilling II
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To: TheBusDriver who wrote (20036)10/9/2002 3:53:41 PM
From: isopatch   of 36161
 
Wayne. Guess it depends on

the amount of cash vs stocks in the portfolio.

Don't mean to convey the impression of plunging in with both feet. Just one significant purchase at this point.

MMF cash levels still pretty hefty at 65%.

And, the good relative performance of that 10% physical gold position has turned out to be a nice portfolio stabilizer AWA as a <near cash> alternative to putting too all cash reserves into MMFs. Assigning 1/2 the physical to cash reserves puts me at 70% cash.

Isopatch
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