Hi Kastel,
<<Someone ran MNP down today but it rebounded mostly>>
Actually, it rebounded entirely . <g>
stockcharts.com
I'm still holding a good chunk of CKG.V and took advantage of the recent silliness in ANO/U.TO for a full reload. My other major positions are DROOY, TNX.TO, FSR.TO and RGLD.
As you know, I don't like buying after a run, so I'm not in AGI but it certainly has been a performer.
I'm sticking with Zeev's view that the general market will go sideways for a while, so I'm being careful about buying anything outside of the PM sector.
Currently my PF is 51% Au/Ag, 2% PGMs, 3% Base Metals (CNI.TO), 33% cash, and 11% other... NAV just a hair below Friday's and hopefully better positioned for future profits after today's trading. If you don't mind saying, what %age is your cash position? 20% to 40% cash has been my recent range.
Regards,
vt |
