gold stocks - too diversified?, page-5

The gold stock SLR is around 1/3 of my portfolio its nearly free carried though.
I feel I have too much in SLR as well, but my strategy has been to get goldies allow them to double in price and sell half so free carried.
Do I change my strategy and sell more SLR ? I dont know as SLR seems relatively safe and has good prospects even at current sp.

I also hold 5 speccy gold stocks HIG NAG SAU EXM and EVG EVGOA that with SLR total around 70% of my portfolio in goldies.

I find it hard to justify getting out of goldies at the moment given that gold is forecasted to stay over US$950 for sevral years.