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


To: Canuck Dave who wrote (61037)2/11/2010 4:01:59 PM
From: TobagoJack1 Recommendation  Read Replies (1) | Respond to of 217737
 
i am excited because i am making rapid allocation changes (for me, by my usual mode of operations) w/i short span of time

Message 26186238 2009-12-17
<<cash @ 23.73%
bonds @ 2.16%
physical metals @ 17.49%
certificate metals @ effectively 0% now
rental real estate @ 40.17%
equity @ 16.45%)
>>


Message 26225483 2010-01-06
<<cash @ 6.84%
bonds @ 2.11%
physical metals @ 16.58%
certificate metals @ 17.22%
rental real estate @ 40.13%
equity @ 17.12%
>>


Message 26266982 2010-01-22
<<Cash 6.6%
Pt/Au 39%
Bonds 2.1%
Rentals 39.1%
Equity 13.2%
>>


... and i am now at (w/ gold marked to market, as opposed to my usual of market less 100/oz)

cash @ 5.49%
metals (cash by any other name) @ 40.73
bonds @ 2.02%
real estate @ 38.49%
equity @ 13.27% (put option exposure can shift 3% from cash to equity in a hurry)

cheers, tj