Imperial Metals (IPM.T) Message Board

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Gold/Mining/Energy : Imperial Metals (IPM.T)

IPM 1.940

+1.0%

Nov 7 9:30 AM EST

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To: Italian Investor who wrote (977)	2/2/2012 11:04:12 AM
From: Italian Investor	Read Replies (1) of 1366

You might be shocked but I took the foot off the gas a lot since I last posted my portfolio. I am in love with the financials, but had to lighten up just in case I am wrong. I still believe financials will be significantly higher by year end and I will be kicking myself for doing what I did, but I had too much exposure. I am being cautious especially after a 40% run in my portfolio since thanksgiving. I am willing to make a little less @ this point so I scaled back. Symbol Description % cash 28.79% JEF 14.66% MBI 9.78% BAC/WS/A 6.72% AIG/WS 6.71% TSCDY 6.57% BAC 5.08% BRK/B 5.07% MNXBF 4.48% AIG 4.01% MTU 3.96% XCO 1.13% got today ROHCY 1.06% got today OSTK 0.77% got today ETFC 0.61% SNE 0.60% got today

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