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Bullish on gold but selling speculative stocks: is that a contradiction?
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ticker lesson
Breakdown
0:00lesson
No one-size-fits-all portfolio strategy
- Questions suggest one-size-fits-all answer
- Answer depends on who it's good for
- 8 billion people mean multiple answers
- Contradictory approaches in next two months
- Precious metals may have long-term upside
1:49precious metals· ticker
Precious metals long-term potential
- Precious metals market has long way to run
- Physical gold purchase with net proceeds
- Rural investment symposium net proceeds
- Thank you to attendees
1:50speculative stocks· ticker
Reducing speculative stock positions
- Lightening up speculative positions
- Last four months gave too much too fast
- Your circumstance may be different
1:51oil· ticker
Oil market sideways stance
- Sideways in oil market
- No one-size-fits-all portfolio construction
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