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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (29955)2/3/2008 10:29:29 AM
From: Madharry  Read Replies (2) of 78753
 
i wonder if you analyze your portfolio by sector. i managed to spend some time calculating industry concentrations in my portfolio and came up with the following:

gold 17.1%; silver 9.7%; conglomerates 13.4% ; real estate 10.2%;
O&G 12%; uranium 7.8%; financials 11.2% medical 8%.

I wonder what other's sector concentrations look like.
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