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Strategies & Market Trends : Strictly: Drilling II
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To: re3 who wrote (33601)11/15/2003 8:30:35 AM
From: re3  Read Replies (2) of 36161
 
allo's nov 15:
56% cash
18% pm cov call (rgld, 90 % of it with nov 20 calls sold)
11% gold shares (several small positions, basically juniors)
15% physical in cef and mill/bull fund
(and a tiny bit of RIG and a few poots...)
dithering around with an allo to energy, not sure if energy gets whacked in a market selloff too, which concerns me more and more, quite happy to have re-started a new "poot" collection with S april 50 poots...
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