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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (19136)	12/20/2004 7:49:39 PM
From: orkrious	Respond to of 116555

on march 29 I decided not to try to trade any energy stocks and just buy a mutual fund. thinking gold will outperform energy this past year, I put a small amount of my folio in ICENX and kept most of my money in gold. since that date ICENX is up 31.7%. my miners are down 4%. I should have put all my money in the fund. I won't be surprised if the performance gap is much greater next year, but the big winner will be PM's. I won't be surprised if energy is up a little next year. If you want some exposure to energy, a fund isn't a bad way to go.