Hi Jay, Here is a self-introduction:
Message 14861804
... and I am disclosing my overall allocation so as to put the safari in context.
ALLOCATION DISCLOSURE:
Cash 45% (39% Euro, 32% USD, 19% AUD, 7% CHF, 3% HKD)
Physical gold and platinum metals 6.2% (75/25 respectively)
Bonds 21% (91% USD, 9% Euro, valued at lower of cost and market)
Rental Real Estate 22% (valued at cost)
Equity 5.6% (AAPTY, AMGN, AOL, AU, AWK, BP, CHL, CMCSK, CWT, DROOY, GFI, HGMCY, NEM, PAAS, RAD, SWC, XOM, Hongkong & Shanghai Banking Corp, CNOOC, Petro China, Sinopec, Newcrest Mining, Zimbabwe Platinum) w/ ZIM accounting for 0.2% of NAV:0)
I have these internally not altogether consistent option positions:
Short SWC July Put 15
Long RDN August Put 40
Short NEM Sept Call 30 covered
Shot NEM Sept Put 25
Short SWC Oct Call 20 covered
Short HGMCY Nov Call 15 covered
Short NEM Dec Put 25
My MS Money morgue, which now is much less cluttered than before, has these residual shares that qualify me to receiving annual reports: AIG, INTC, MRK, MSFT, PFE, QCOM, WMT, and in HK equity morgue - Phoenix Satellite TV
I do not have debt, and NAV YTD appreciation is now @ 5.67%, well on track to a more than ambitious 8% for 2002. This tally to date is based on always valuing the bonds and real estate at lower of cost and market.
Reference last tally:
Message 17575412
Chugs, Jay |
