your post are always too complicated for me to understand.
-- but I'll tell you this;
being that your native currency is the $C, all you would have to do is rotate between uranium, coal, natural gas, oilsands and back to uranium again... you'd make a pretty good living doing just that without tripping over yourself by converting your good currency for a bad one just to own a stupid tech stock like aapl.
did I mention gold...?
well, it lags--but then again it should be part of your rotation ... and may I suggest an overweight position...?
It's a once in a lifetime opportunity-- don't blow it...!
Check out what Zapata George had to say on FSN (1st hour), he's a strong buyer of Canada.