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To: Box-By-The-Riviera™ who wrote (3875)	5/24/2001 10:20:23 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Joel, The most recent update was recent … Message 15774371 But I am changing my mind about two issues … intend to increase total allocation to mining shares, as I am driven by Mr. Greenspan from allocation to a speculation mode. Truth and Pezz be told, my natural tendency is to speculate. I simply do not do it all the time :0) Allocation is … 40% Cash (86% US$, 14% Euros) in the form of staggered fix-term deposits; 25% Bonds (mostly US$ denominated, some Euro denominated, collectively yielding above 10% on cost); 24% Industrial real estate (yielding 7% on cost, no debt); 7% Equity comprised of AAPTY, AMGN, AOL, AU, CHL, CMCSK, IMPAY, MSFT, NEM, SNE, SWC, and some residual round lots left over from past positions just to encourage me to read the news; I have some HK shares like Hongkong & Shanghai Bank and Pacific Century, and China shares traded in HK such as PetroChina, Sinopec, Phoenix TV, Citic Pacific; I have no option positions outstanding now. The metal mining stocks account for 1.3% of total NAV, NEM accounting for more than half of sub-total. 4% Metals (71% platinum, 29% gold); I am adding gold, holding on the platinum, and am happy to have this allocation to go as high as 5%, but no higher. This position will allow me to press the “Big Reset” button and start over under any and all circumstances. Message 15827492 I will close the Yen debt of 4 SUVs and 1 platinum watch. NAV increased 6.39% since January 1st, 2001. Target increase for the year of 11% is still highly visible. I intending to allocate more cash to Euro by and by, and raise physical metals allocation to 5%, and will add to metals equities on pull-back or via put option. What be your allocation? Chugs, Jay