Commodities v Equities split

wombat42_2

Aegis wrote: »

We all have those problems. You COULD try putting a small proportion of your overall portfolio into each of the new areas for investment you find that you like the look of. I started off with 4 investment funds, and have diversified into about 12 or 13 as I did more research. Not once have I been tempted to throw everything I have into a single fund!

Two funds at present

Aegis

wombat42 wrote: »

Two funds at present

The rest of my post still stands!

cloud_dog

wombat42 wrote: »

Try again. I prefer to have reduced volatility even if the fund performance may not ultimately be as high.

Define 'volatility', define 'reduced volatility'. If these words mean somethign to you then commodities are not the place you want to be (or maybe a small percentage of an overall portfolio).

Aegis wrote:

You COULD try putting a small proportion of your overall portfolio into each of the new areas for investment you find that you like the look of

Hmmmm, now where might we have heard those wise words before....... Nope can't remember :rolleyes:

Wombat42 wrote:

Two funds at present

Hmmm......... eggs, all, one (two), basket.

Wombie, you may think people are having a go but they're not really (maybe a very little bit) but, they're trying to offer opinions guidance. You start these threads for discussion - very enjoyable they are - and yet you have already taken your position which you defend quite strongly. Nothing really wrong with that but perhaps it would be wiser to accept some comments and move forward.

Me, I believe in the commodities super-cycle (for too many reasons to go in to here) and have positioned my investmetns accordingly (gold/silver commodities, agri funds, gold, silver, oil, nickel, Iron ore, titanium, coal, rare earth metals based stocks).

Whilst the copmanies I hold may change the theme and my reasearch are all geared to this.

Having said that I am also monitoring, and will likely move some money in to, financials (big banks - Lloyds poss) and pharma's (GSK poss), etc.

cloud_dog

purch

but perhaps it would be wiser to accept some comments

I think you may be missing the point of these threads.

I worked out quite a while ago, that the only purpose of these threads is so the Wombler can convince himself that he's made the right decision, so far, from all the backtracking and second guessing it appears he has yet to convince himself he is doing the right thing.

We had that thread on Gold a couple of months ago. If he'd managed to convince himself that he should, he'd have bought one of the ETF's or Funds suggested, but no doubt he didn't.

His lost opportunity not ours !!! :rolleyes:

cloud_dog

Its always good to keep a Wombie post alive and kicking ......and I couldn't be ar*ed to start a new tread - takes ages to think of a titel Edit: especially if I could spell)

Anyway, came across the below article and thought that it might be useful for some of the people who have read / contributed to this thread.

The top 2/3rds of the article isn't of huge interest (other than to prove how clever the interviee is) but the last third is quite poignant and gave me some additional food for thought.............

http://www.safehaven.com/article-9556.htm

cloud_dog

purch

Oh my gawd !!!!

Don't point him in the direction of Rubino and his 'right wing' loony mates, his head'll explode in panic !!!!

Vote Ralph Nader !!!!

Jonbvn

I liked this quote:

1. Cash is Emperor
2. Don't try to catch a falling guillotine

TRUSt_NO_1_2

I now have a portfiolio split of 50% commodties and 50% equities. Typically if one goes up, the other goes down - for example at present shares are tanking but commodites are booming.[/quote]
=====================
Only 50%.I take it the equities are non commodity.
I am in to commodities 100% ,primarily silver mining stocks and the rest in gold mining stocks.

Watch silver-it is so cheap, even at $18 (up 22% this year).
When the crowd starts to wake up,and the silver shorts bail out,it's price will explode,and not too long after that silver mining stocks will go up BIG time.

He who dares...

I'd rather be skint or rich than settle for a life time of mediocrity.
Either way I will survive.

wombat42_2

TRUSt_NO_1 wrote: »

I now have a portfiolio split of 50% commodties and 50% equities. Typically if one goes up, the other goes down - for example at present shares are tanking but commodites are booming.
=====================
Only 50%.I take it the equities are non commodity.
I am in to commodities 100% ,primarily silver mining stocks and the rest in gold mining stocks.

Watch silver-it is so cheap, even at $18 (up 22% this year).
When the crowd starts to wake up,and the silver shorts bail out,it's price will explode,and not too long after that silver mining stocks will go up BIG time.

He who dares...

I'd rather be skint or rich than settle for a life time of mediocrity.
Either way I will survive.

You are nuts if you dont have decent cash reserves. Also with your portfolio you need to be very proactive by monitoring the market very carefully and selling up if necessary. My strategy is a long term, hopefully 10 year strategy.

TRUSt_NO_1_2

wombat42 wrote: »

You are nuts if you dont have decent cash reserves. Also with your portfolio you need to be very proactive by monitoring the market very carefully and selling up if necessary. My strategy is a long term, hopefully 10 year strategy.

==================================================
I watch the market with level 2 software daily,and ongoing research.
10 years for me is too long.
I am looking to be cashing in within 5 years maximum.

Nuts ?
Contrarian perhaps.