The gold breakout has resolved some of the questions that have surrounded gold. The question now isn't whether to have gold in your asset allocation, but -
1) How much?
2) Buy now, or wait for a pullback?
3) Physical gold, or ETFs?
4) Gold mining sector?
Rickards has been recommending up to 10% in physical gold, and has mentioned having some exposure to the miners.
Buy now or wait? It might be best to average in over the next period of months. The breakout has been strong, but there could be a pullback to re-test the breakout level (1350-65).
