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Politics : Gold and Silver Stocks and Related Commentary -- Ignore unavailable to you. Want to Upgrade?

To: Lhn5 who wrote (8955)	3/17/2005 9:33:40 AM
From: kacy_in_LA	Read Replies (1) \| Respond to of 18308

As of this morning I am: 50% TIP funds 25% real estate 15% PM miners, mostly juniors 5% physical metal 5% cash The money in TIPS varies dramatically depending on my current view of where the equity markets are headed (I use them like a money market fund), which is not necessarily the same as my economic outlook as I am primarily a short-term technical trader of the broader equities. I've been in and out of the broader equities a number of times in the last 2 years. The PM money has mostly come from tech stocks over the last couple of years as the juniors have shown some life. My approach is not for everyone, as it requires a lot of analysis and attention to data flow -- but, it has worked for me as I have been able to achieve an average 16% annual rate of return on my investments since 1990, with no years of negative returns. My goal is 10% per year, so I use that target to help guide my decision making. Oddly enough, my beer and pizza shares never seem to stay around long enough to appreciate. Go figure!

To: Lhn5 who wrote (8955)	4/12/2005 3:56:11 PM
From: kacy_in_LA	Respond to of 18308

Hi Larry: Since you were interested in my market allocations earlier, I just thought I'd let you know that I'm cautiously optimistic about a long trade in tech stocks right here -- the technical action says rebound, oil is off its highs for awhile (me thinks), and the focus will be shifting to earnings (which should be boffo for many of the high-profile names), and the economic environment is relatively benign (given that I do not consider deficits,trade or otherwise, to be relevant at this point in time). Thus, I am taking half of the money I had in TIPS and moving it into the market today and tomorrow -- probably a 2-week trade or until we go into fed-watch mode. Tell me more about CNHC ... the chart is getting coiled, and is it true that only 4 million shares are out?