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Gold/Mining/Energy : Oil Sands and Related Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (1919)	8/21/2005 3:57:29 PM
From: Taikun	Respond to of 25575

<The minute I can see where more oil and natural gas are going to come from, I will start getting out, though I don't like putting wealth into any country's paper currency.> I totally agree. My portfolio is 95% commodities, 80% energy and 2/3 of energy is oil sands. Aside from sectors with no or few trusts (oil sands, uranium, coal, PMs) I am invested in trusts. I also like the high yield commodity stocks, PCU, SID. I just thought it prudent at this time to take 15% of my portfolio off the table in case we get a retracement like March-May. The end of last August was slow as well, and I expect low volumes. I remember Harvest last August and a particularly slow receipts offering that pulled the units down. I bought there and am a few dollars from a double, not including 10%+ yield I remain overweight commodities and trusts, particularly energy and oil sands.