Metals exp. at 146.25% of usual exposure and Commodities at 21.50% of max. exposure for a Bull market. Building up the latter, but making it prove itself! I maintain what I call 100% exposure to gold alone. The rest is a trading position. Commodities are always "just a trade" for me even if a Bull market lasts for years. When they go on a run, they really go on a run. And when they fall, they can grind down inexorably. You'll have to decide what your raw exposure numbers are. I give you relative numbers so you can "adjust to taste." I'll have more comments on allocations to gold/commodities on my blog this weekend...
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