SL, I am completely out of IPPs -- I don't think they offer much value anymore. The only equity positions I now own are some Canadian oil/gas trusts that provide fuel to the IPPs, gas pipelines that transport the fuel, a few other commodity plays, NLY (mortgage/carry trade), a gold equity fund, a junk bond fund (which I also reduced considerably yesterday). The biggest position in my stock/bond portfolio is cash close to 70%.
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