http://www.nasdaq.com/article/reveal...folio-cm209142
About 66% in miners.
Printable View
http://www.nasdaq.com/article/reveal...folio-cm209142
About 66% in miners.
His Stock Allocation is 100% Mining Stocks. It's a coincidence I was just thinking of how his positions have changed if at all just last night. I agree with him on all but I'd take out Kinross, Anglo(AU), Anigo-Eagle, don't know about GoldenStar but I know he has held them for years. He must really like something about Mag Silver. I can only pick certain ones.
I love his portfolio and I've been dealing with portfolio theory for 10 years. You won't any entry level recommendations anywhere in the investment world to have a portfolio allocation like this. :) Man is a leader.
Good article, bad typo in 2nd paragraph though.
Speaking of typos, I just noticed how bad I mangled the thread title. Yikes.Quote:
Originally Posted by VoluntaryAmerican