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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: CommanderCricket who wrote (71884)9/25/2006 12:57:27 PM
From: ChanceIs  Read Replies (1) of 206316
 
>>>I hold core positions in 2/3rds of the portfolio's. These positions are held 1 - 2 years, some longer. The rest are traded around a trend. In addition, 10% - 15% of the portfolio is used for speculation and special cases.<<<

Bingo. That how I like to play it.

>>>I hate diversification.<<<

I posted this a few weeks back. Seth Glickenhaus has made 16.5% net of fees annually since about 1965:

"The greatest error made on Wall Street is diversification. Diversification inevitably leads to mediocrity and average performance."

online.barrons.com
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