Spare 100k. Your stocks

Discussion in 'Stocks & Derivatives' started by euphoria, Nov 12, 2011.

  1. euphoria

    euphoria New Member

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    Okay, so suppose you have $100k to invest in some precious metal stocks, what stocks would you choose and what weighting would you apply to each one? I put a bit of thought and came up with the below. What are your thoughts/alternatives?


    Code Company Price %Weighting
    NCM Newcrest Mining 36.900 15
    CCU Cobar Consolidated 0.670 11
    GDO Gold One International 0.540 10
    TRY Troy Resources 4.380 10
    PGI Panterra Gold 0.150 9
    ARD Argent Minerals 0.190 8
    GOR Gold Road Resources 0.345 8
    MSR Manas Resources 0.170 8
    AYN Alcyone Resources 0.091 7
    CHN Chalice Gold 0.270 7
    ORS Octagonal Resources 0.155 7

    (NB:I do currently hold some of the above)
     
  2. dimmy1985

    dimmy1985 Member

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    screw that. i'd throw money in and out of FMG
     
  3. jnkmbx

    jnkmbx Well-Known Member

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    I'm not into PM stocks :|

    But if I had to, I would put it all on NCM, since they are productive and pay dividends.
     
  4. Matthew 26:14

    Matthew 26:14 New Member

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    Telstra. Total dividend of about 11% and $11 billion coming in in cash thanks to the nbn.
     
  5. Lunardragon

    Lunardragon Well-Known Member Silver Stacker

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    Imho, u gotta go for "big brothers" to withstand/min the current volatility.

    If u love PM stock, NCM is best card on the table. Then mix with others big iron ore n big banks stocks.

    Good luck!
     
  6. pmstacker

    pmstacker New Member

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    When's your timeframe to place your bets. At this point in time, I would be scared to put anything on stocks because of the potential down trend for the market due to the euro exploding. Well unless your shorting certain things. However i was following a stock called ABY a few months back that i wanted to buy but never did (they are a gold miner). They have been doing pretty well and recovered nicely after the GFC, might be worth a look ?!
     
  7. SilverSanchez

    SilverSanchez Active Member

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    I would have no issues putting some money down - nibbling at the stocks with the above portfolio ratios the ultimate goal.

    Nothing wrong with nibbling.... slowly slowly
     
  8. euphoria

    euphoria New Member

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    Timeframe? bit open ended, but suffice to say they are not in and out of a week. More hold on until they get ridiculously expensive or their circumstances change. Thinking 1-3yrs though.
     

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