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Gold/Mining/Energy : Gold and Silver Mining Stocks
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To: Ptaskmaster who started this subject4/24/2001 2:55:50 PM
From: ild  Read Replies (4) of 4051
 
Gentlemen, I'd like that regulars on this thread take a look at my gold portfolio.
All suggestions and critique are welcome.
As of 04/24/2001

NEM 19%
HGMCY 19
ASA 16
GOLD 12
AU 9
SSRI 8
PAAS 4
ABX 4
HM 3
DROOY 3
TVX 1
GSRSF 1

Casualty: GRE 0

My gold strategy:
Bullish on gold.
Hedgers: AU, ABX - sell naked puts. Reasons - they hedge,
so they won't fall if gold goes down. AU pays dividend.
If gold really takes off then close puts for a profit.
Do it before hedgers go broke.
XAU - sell naked puts. Reasons: premiums are high. PD supports it.
Non hedgers - keep, sell calls on some positions on big spikes.

ASA:
Some bullish leap spreads on ASA.
Long calls on ASA.
ASA sells at 20% discount that will work as a leverage.
ASA has good exposure to platinum. ASA pays dividend.

Fear: Sell too much too early.
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