Sungar's pretty much got it in a nutshell IMO....
Learn how to swing trade a bit of a small portion of you dough...it will keep your mind off all the peaks and troughs your bottom draw stocks will go through and you will learn a heck of a lot about the market in general.
Cant go past BHP
I would be putting some in LEI, WOR, WES, WBC,
As a gold play, surely SLR has to be in there. Up and coming mid tier producer that is unhedged with no debt and sitting at 45c....
A very small amount in a speccy....PRR is one I would go for. AAX and ACL are other speccies that would be on my buy list.
At the end of the day, diversify the lot into a few sectors, but I would also learn how to move with the market as you will make a lot more money. Run with the hot sectors etc....but give it a good year of paper trading before you do ANYTHING is my best advice. Find out what style of trader/investor you are. Stop losses are a good idea in any style of buying shares.
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