Contrarian Value Ideas

[gfp927z]

Surf, Thanks. With the metals sector, after lagging for some years, the miners are finally catching up to bullion. I have some GDX, SIL, plus a little in IDR, which has both the gold and strategic minerals angle. But bullion has been the place to be for the last decade or so, and it can go right into a safe deposit box, so is convenient. Years ago I followed Jim Rickards' advice of having a 10% gold / metals allocation, and it's grown to the current 27%, so is getting a little out of hand, but no complaints here :o)

Current Allocation -

Stocks -- 15%
Metals -- 27%
Bonds --- 54%
Cash ----- 4%

The bonds are in a 3 year ladder of Treasuries, plus a few CDs. Stocks are 10% in individual stocks (lots of small positions), and 5% in broad index, mostly S+P 500.



---