Nice post Mike I like your thinking. I've held SLR since low 90's and wish I had of traded in and out as it went up but was very bullish on gold over the last 2-3 years and kept believing it was going to go for big run. Now, like you, not so sure, but if gold stays at least above $1600 SLR is still looking good value.
What other sectors are you looking at to fill your 4 positions in your portfolio?
Nice post Mike I like your thinking. I've held SLR since low...
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