Mostly: Classical

[roni]

January 2006

As of the close tonight, I am holding

47% miners (gold, silver, moly and PGM)
24.4% AAPL
3.6% other tech
12.5% energy
12.5% cash

No physical anything, except for the physical house we live in :).

I finished up a little over 26% for the month. I am thinking of selling some of the miner positions instead of waiting for the market to take out the stop loss orders

I am feeling like it is time to move some to cash and watch and think for awhile. If gold does the seasonal correction dance, I want to be a lot lighter in it. Will see what the markets look like in the morning. The good sized daily gains in some of them makes me want to hold on to them for a bit longer.