Tuesday, September 18, 2012

Marin Katusa & Doug Casey on Investing, Partnering w/ the Right ...

Dan,

Let?s suppose for the sake of argument that owning high quality companies, mining stocks in particular, is not a bad investment thesis, and that such an approach IS part of a reasonable overall wealth diversification strategy. Here?s my question: Despite the paper risks associated with owning paper shares (Wall Street corruption, stock settlement issues, etc **Get the shares in YOUR name**), for those who want some exposure to the mining sector and ALSO want to hold some physical metals ? what percentage of an overall stocks to bullion allocation would you recommend? I?m at 70/30? 70% physical, 30% stocks.

Full disclosure: I own some PSLV, NGD, Great Panther Silver and a few others. I own NO Brazil Resources.

Source: http://sgtreport.com/2012/09/marin-katusa-doug-casey-on-investing-partnering-w-the-right-people-the-1-in-3000/

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