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Gold/Mining/Energy : An obscure ZIM in Africa traded Down Under -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (304)	9/30/2002 10:38:50 PM
From: pogbull	Read Replies (1) \| Respond to of 867

Jay: Any thoughts regarding the holding of silver bullion. I have some which I am considering selling and using the proceeds to buy gold bullion. TIA, John

To: TobagoJack who wrote (304)	10/7/2002 6:29:22 AM
From: TobagoJack	Read Replies (1) \| Respond to of 867

ALLOCATION DISCLOSURE: Cash 47.4% of gross assets (30% Euro, 22% USD, 18% AUD, 6% CHF, 13% HKD, 4% CAN, 8% JYen) Physical & paper metals 5.8% (>75% gold vs. platinum) Bonds 20% (91% USD, 9% Euro, valued at lower of cost and market) Rental Real Estate 20.5% (valued at cost) Equity 6.3%: AAPTY, AMGN, AOL, AU, AWK, BP, CD, CHL, CMCSK, CWT, DROOY, EPEX, GFI, HGMCY, HOFF, IMPAY, NEM, PAAS, RAD, RD, SWC, UNT, USU, and XOM; Hongkong & Shanghai Banking Corp, Bank of China, CNOOC, Petro China, Shanghai Industrial, and Sinopec of Hong Kong; Newcrest Mining of Australia; IRSA & CRESY of Argentina; Hub Power of Pakistan GDR; Zimbabwe Platinum) w/ ZIM.au accounting for 0.2% of NAV, and a sliver of this biotech starter set (0.05% of NAV) - a private equity approach to public listed ventures - recommended by LLCF (DAK): siliconinvestor.com The above noted South African resource shares are in their ADR and regular flavors. My MS Money morgue contains these residual shares that qualify me to receiving annual reports from AIG, INTC, MRK, MSFT, PFE, QCOM, WMT, and in HK equity morgue - Phoenix Satellite TV. I have these internally not altogether consistent option positions: Short SWC Oct Call 20 covered Short HGMCY Nov Call 15 covered Short NEM Dec Put 25 Short NEM Dec Put 20 Short CMCSK January Put 12.5 Short VZ January Put 25 Short BP January Put 40 Short HGMCY February Put 10 Short FCX February Put 10 Short AOL January Call 10 covered Short CD January Call 12.5 Short CD January Put 10 I have a Japanese Yen loan amounting to 5.23% of NAV. NAV YTD appreciation is now @ 4.87%. This tally to date is conservative, based on always valuing the bonds and real estate at lower of cost and market. Reference last tally: Message 18054383 Message 18060919 Message 18080562 Chugs, Jay