Sorry for the double and Portfolio makeup...
Sorry for the double post...though COXE is worth the double
listen.
Portfolio mix and selections, not necessarily suited to making money, so it seems, currently.
31% energy (50/50 E&Ps + OIS, TGA largest in that half of the mix and 50% Canroys hurt some by the falling Canadian dollar this week.)
29% metals and miners (1/4 in CEF closed end metal fund)
18% general equities (largest OMNI and GNTA, some Asian, some techie punts, NXTL and JDSU, NOOF for kicks and medical play ZMH)
22% Mainly cash with a little REIT and Fixed income...
Hope to do a bit better next week than tread water as during this, but if Jon Kaplan's forecast for Gold does prove to be correct (continued decline through to mid March to the $380 level or so, see reference site URL) and the general equity market is no stronger than it was Friday, next week, it's going to be tough.....Some tight protective stops seemingly are in order...
Jon Kaplan
truecontrarian.com
Gallemore - Gold and the Euro look to want to retreat, further ...Bonds to pull down the general equities...?? Maybe time for MORE cash...VT is usually right and ahead of the curve, though along with ISO I would encourage some energy plays, selected but from among the lot I own...
chartingyourfutures.com
There were standouts...TBI which I've had since about $28 did make a new high today, cheers!!!...hey, I'm a minor leaque hitter, batting 157%, what can I say.....maybe looking at a new profession...
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