I'm extremely diversified, but the goldbug argument is always "when the schiff hits the fan", which means they must be very overweight precious metals.
I own lots of funds and stocks, but the only PM I own is what the BT Natural Resources Fund owns, I've got about $40k in it.
The schiff isn't going to hit the fan, you've got my word for it, check out my buddy Ophir's portfolio above.
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