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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (43945)	12/16/2008 5:19:00 PM
From: carranza2	Respond to of 217648

Interesting. I was actually more into gold than you were. Haven't added any lately [except for GDX which right or wrong I count as part of the PM PF], but the recent appreciation has taken it to 24-26% of PF. Treasuries [95%] and loonie [5%] = 49-51%. So gold in all its forms and cash, including Treasuries and loonie, are 73-77% of the PF. Corporate bonds via mutual funds about 3% My figures are not quite as exact as yours but they are within 1-2%. Wolly wild stuff, SRS and FAZ, less than 1%. TBT still less than 1% but will increase by a bunch soon. Odds and ends account for the rest. Energy, less than 1%. Is it time for oil? I don't think so but that is based purely on instinct fueled by the overarching fact that we are in a recession and energy demand will be diminished for a very long time. I do think we'll see some significant M&A activity in the oil patch with the majors buying cheap reserves through mergers rather than exploration. Guessing which of the smaller fish will be eaten by the bigger ones is not something I am adept at doing. I would guess that some of the smaller fish in politically stable countries, i.e., Canada and the US, will be sashimi soon. I don't do hard calculations until the end of the year.