Here is what I had as of yesterday. I added LMC this morning (not reflected below), to get a bit more zinc exposure. Oh, yeah - I am pretty happy today :) Precious Metals 21.3% AUY 8.2% AZK 5.3 GLD 3.8% SLW 4.0% Other Metals 14.3% GPXM 10.7% MMG 3.6% Energy 15.2% CCJ 4.2% DPTR 7.0% CHK 4.0% And a few others AAPL 17.6% ADBE 6.1% SBUX 4.4% Cash 21.1%