Yeah... about the metals - I've held tight to where I think the value lies - very careful about NAV and exploration potential. I'm running with around 90% of my holdings in three different miners CBD, ELD and WTC (all trade on the TSX)- I also dipped my toes into another Mexican silver play today to raise my exposure to this metal just a notch.
Methinks silver is going to do some catching up, we could even see the gold/silver ratio tighten up substantially over the summer - see CDE move today? - I'm thinking that silver rather than gold is the play of the moment.
Anyway, nice to see you're doing a little living ... take care!
Regards,
Frank P.