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Strategies & Market Trends : The coming US dollar crisis

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To: Real Man who wrote (13679)10/28/2008 11:47:31 PM
From: Robin Plunder  Read Replies (1) of 71456
 
Vi, if I may trouble you wit another question...pimco pcrax fund is interesting, as being down 50%, it might bounce back 50% from current levels if dollar corrects...but how the heck do these holdings reflect commodities? Is this one just a mirage to be avoided?

"Top Ten Holdings 3 as of 06/30/2008
Pimco Cayman Cmdty Fd Ltd Instl - 09/01/13
US Treasury Note 0.875% - 04/15/10
US Treasury Note 2% - 07/15/14
US Treasury Note 1.875% - 07/15/13
US TREASURY NOTE - 07/15/15
US Treasury Note 3% - 07/15/12
US Treasury Note 2.375% - 04/15/11
US Treasury Note 3.5% - 01/15/11
US Treasury Note 2% - 01/15/14
US Treasury Bond 3.875% - 04/15/29
18.80% of the portfolio


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Asset Allocation 3 as of 06/30/2008
06/30/2008
Domestic Bonds 27.47%
Convertibles .13%
Cash 62.21%
Foreign Bonds 2.22%
Preferreds .01%
Other 7.97%


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Turnover Rate as of 03/30/2008 697%



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For full portfolio holdings view the most current

wtf is all that?

Robin
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