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

To: Cogito Ergo Sum who wrote (45269)	1/13/2009 9:03:45 PM
From: TobagoJack	2 Recommendations Read Replies (1) \| Respond to of 217657

<<so all in all you adhere to the oft mentioned portfolio insurance level of physical metals.. That is 5% of assets including real estate etc.. >> ... that was back in 2001! At end of 2008 i was at Message 25285735 Item Amount (2008.12.30) Notes Cash 19.8% - CAD - 8.3% - CHF - 1.6% - HKD - 5.5% - RMB - 0.1% - SGD - 0.4% - USD - 3.6% Gold, platinum and silver 27.8% 34% physical, 66% certificates Bonds 0% Equities 20.2% - Gold/silver mining - 7.7% Mostly GDX, and some PAAS - Energy - 3.6% - Other - 8.9% Specials, SRS, TBT, TAN Real estate 32.2% Yielding @ 4.5+% on cost Liabilities 0%