Awesome Stocks

[gfp927z]

Bigworld, >> don't fret the day to day gyrations <<


That's been the big problem, especially on the stock side of things. Having a conservative allocation model and strict position limits has helped, and the Core/Flex approach I came up with seems like a good idea, but still a 'work in progress'.

On the inflation hedge side I have some real estate (condo), plus gold (10%) and silver (3.5%), but could definitely use more inflation hedges. The rural land/real estate idea would be best, but alternately there are the farmland REITS (LAND, FPI), which I'll probably get back into at some point.

Commodity areas like oil/gas, strategic metals, agro, uranium, etc, make sense but the volatility problem is even worse than with stocks, and commodity investing is a highly specialized area. I tried using small $1000 positions, but the volatility induced angst was still there. So I guess some of us are just destined for cash and T-Bills.


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