GLD - I have nearly half of my portfolio in silver and gold, though the positions started much smaller (maybe 20%, avg silver around $14 and gold around $800-$900) I just haven't sold anything.
Short-term it has to take a breather, nothing goes up forever, but who knows when or for how long..it's really moot to me since I'm in it for the next decade or $5K/oz, whichever comes first.
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