Replies to post #18562 on A.I.M. Users Bulletin Board (AIMUSERS)

[Peter D]

That pretty much sums it up. I PM'd Bob on SI and soon afterwards my account here ceased to be a severely limited account. As is my custom on SI investment subjects I will attempt to limit the idle chit chat.

I trimmed a little GNSS today for a variety of reasons. There is a bank stock that needs to find a different portfolio than mine soon. I had dropped down to .33% in dry powder recently. The profits I took on FDRY on a wimpy position added to the cash, but that and a bank stock sale will get me back to around 5% cash. With the growing weakness in the dollar, I am emphasizing non dollar denominated securities. I may hold them instead of keeping cash in weak market.