Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: mishedlo who wrote (24156)	10/13/2002 7:12:04 AM
From: TobagoJack	Read Replies (1) of 74559

Hi misheldo, working from memory (do not hold me to it), my weighting for PM is as follows: AAPTY 0.4% AU 0.15% DROOY 0.2% GFI 0.25% HGMCY 0.3% IMPAY 0.5% NEM 0.6% PAAS 0.15% SWC 0.1% Newcrest Mining of Australia 0.2% Zimbabwe Platinum 0.2% Physical gold/platinum 5.8% My paper gold went as high as 1% of allocation before selling, and am prepared to have it go to 10% for a short time. Yes, I am simply full of conviction that I must be sure of absolute nothing:0) I think the SAfrican stuff will do fine, as political stability and all that emerging market concerns are relative issues to what is happening to USD space, and comparing stronger over the past 24 months. Besides, the dividends are nice. I intend to bet large amounts when copper hits USD 1250/ton (currently 14xx, down from 16xx etc); futures, options, shares, but not physical:0) We will come out of the current opportunity fabulously wealthier or dead man walking;0) Chugs, Jay

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