Fwiw, I've been looking for areas to supplement the core S+P 500, bonds, cash, T-Bills, metals, so nuclear should provide some diversification. Jim Rickards likes these areas (below), and Bigworld has some of these also -
Land
Energy
Agro
Defense
Real Estate (but avoiding commercial RE)
Some conservative ideas I'm considering as long term buy/hold include -
Agro - Deere (DE)
Energy - Occidental (OXY) (Buffett)
Defense - Sector ETF (PPA)
Water - Sector ETF (FIW, PHO)
Land - this is tougher. The Farmland REITS (LAND, FPI) are interesting but extremely volatile.
Real Estate - would be best to just get a bigger primary residence, with some land / acreage. Or maybe a vacation home (?) However this requires some relatively big $, and owning real estate isn't for everyone, with the maintenance, etc. So I guess various REITS would be an option.
Thanks for any ideas :o)
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