Portfolio changes 5/12/6
May 12th, 2006 by 
reality
Added NDX puts. Sold gold juniors in the Metals and Mining, switched the proceeds into Newmont and Teck Cominco. Reducing emphasis on gold, reducing leverage. Sold CRJ, DPM, ELD, GLG, IAG, AGI, GQM, K, NSU, SWG, YGI.
Newmont - NEM Newmont Mining
Teck Cominco
CRJ
DPM / DPMLF Dundee Precious Metals
ELD
GLG Glamis Gold Inc.
IAG Iamgold
AGI / AGIGF Alamos Gold
GQM / GQMNF Golden Queen Mining
K
NSU Nevsun Resources
SWG
YGI
Posted in * Portfolio changes | 