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Strategies & Market Trends : Natural Resource Stocks

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To: crustyoldprospector who wrote (1465)	10/6/2003 8:05:12 AM
From: austrieconomist	Read Replies (1) of 108547

BEGBX. Crusty, you are right on target, in my opinion regarding BEGBX as a ballast position. I have been in it my retirement plan since April, 2002, where I have jiggered it up and down anywhere from 10% to 20% of my holdings. I would prefer a shorter duration (currently 5-6 years) but not that volatile and a more remunerative place to park funds than money market. I wish I could find a fund that invested primarily in NZ, AUST and CANADA as another fund that is non-euro based. I think that the large gains in BEGBX are behind it as the euro has advanced from under to fair value.

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