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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: Tommaso who wrote (23988)11/13/2003 10:46:19 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 39344
 
You know the 'other' reason these relationships interest me is since, as you likely know I hold a fair bit of CanRoys as core portfolio positions as you do. Folks are wondering why NG is still relatively high considering storage builds and yes there are lots of reasons to explain it. One other reason of course is because the greenback is declining and propping up the USD price. I'd like to see what happens to my distributions when energy starts going up relative to all the major currencies.

regards
Kastel



To: Tommaso who wrote (23988)11/14/2003 10:04:25 AM
From: toothdoctor  Read Replies (2) | Respond to of 39344
 
Isn't PSAFX in foreign bonds? If so, as they raise their interest rates as they are starting to do, won't the bond portion of the portfolio go down while gold rises?
I use ICPHX (Franklin Templeton Hard Currency) to do the same thing.
Comments?
RAM