Gold Mining Outlook
by Steven Jon Kaplan
Updated @ 6:00 p.m. EDT, Tuesday, July 9, 2002.
goldminingoutlook.com
MODEL PORTFOLIO:
Remaining diversified, including the following mutual funds, roughly in order: IDU (an exchange-traded diversified utilities fund), RYJUX (a bet on higher 30-year U.S. Treasury rates), PPH (an exchange-traded pharmaceutical fund), UTH (an exchange-traded large-cap utilities fund), VGSUX (U.S. utilities), FIUIX (U.S. telecom and utilities), VWEHX (U.S. higher-grade junk bonds), TRVLX (U.S. large-cap value), BBH (an exchange-traded biotech fund), SBF (an exchange-traded U.S. large-cap growth fund), VPACX (mostly Japanese equities), and the following individual equities: T, AMD, SWC, QQQ, MSFT, ORCL. Moderately short gold/silver mining shares. I have 14% of my total assets in GICs, TIPS, and other non-Treasury cash equivalents.
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