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Strategies & Market Trends : Strictly: Drilling II

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To: re3 who wrote (33990)12/6/2003 6:50:46 AM
From: re3  Read Replies (2) of 36161
 
allo's dec 6:
gold shares 17 %
physical pm's (via cef and mill bull fund) 17 %
gold shares with cov calls sold 7 % (pdg and rgld with dec calls)
base metals 9 %
puts/calls 4 % (puts on qqq for march and calls on xle for june and a few on xeg.to)
other 1 % (canadian tire, yes i'm long a retailer but it is canadian)
dirty old cash 45 %
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