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Strategies & Market Trends : Natural Resource Stocks
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To: isopatch who wrote (4357)12/5/2003 12:03:12 AM
From: Cogito Ergo Sum  Read Replies (1) of 108662
 
Hi Iso,
FWIW:
latest allocations:
Right now :
40% Metals (-10% from a week ago)
33% Energy of various types (+10% from a week ago)
2.5% Transport
3.7% Wheat
15.75% China Related (non commodity)
Balance MISC including a minuscule cash position...

regards
Kastel
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