My Market Meltdown Porfolio

[ich1baNMember]

Hi everyone,

Here is a quick 10 minute youtube video I made that is an overview of where you should allocate your portfolio to if you are currently in sectors like financials and tech/social companies. 

The premise is divided by Energy/Gold/Silver Miners/Defensive (Moat building stocks)

My current recommendation is allocated to 25/25/50. Check it out and see what you think. Thank you.

http://www.youtube.com/watch?v=VPrlKTwIIBs

[ich1baNMember]

This portfolio is in addition to having physical metals. I also like the uranium and nat gas play in the next 10 to 20 years. 

My current recommendation is to buy SilverCorp (SVM)…. it is around 5.80 a share and is tremendously undervalued at these slammed prices. It has increased its 2P reserve base from 2011 upwards by 36% to 78 million Silver Ounces. It has a silver cost per ounce of -4$ USD. It has no debt and over 150 million USD in cash on hand. It’s ceo Dr. Rui Feng is considered a renowned geologists as he is very capable of finding quality mine areas in China as it is the first NA miner allowed access into the red dragon. In fact China likes SVM so much that they have encouraged them to take over other smaller miners in the area b/c SVM is much more environmentally friendly and uses proper procedures without polluting, so it gives the local government officials a positive PR image. Anyways, Feng is Chinese and it gives him tremendous leverage to head a Canadian miner in China as he is able to keep a productive relationship with the authorities while delivering excellent results to shareholders. It even pays a 1.52% dividend, one of the highest for silver miners.

Anyways, I suggest you pick them up as it is a good way to diversify into precious metals and gain momentum to the upside as miners historically outperform physicals in every past bull rally with huge returns in the 81 bull and mid 90s bull that gave many people 15x what hey invested back. It’s worth a look at least. Signing off.

[HornDogMember]

David Morgan put me onto Franco Nevada…..so I bought some.

You need a picture 1baN.

[ich1baNMember]

David Morgan does know a lot about Silver and that is a good pick too. I think SVM might have a little more upside in a mania market, but they are both great nonetheless and if I had more greenbacks I would pick up Franco…. Doug Casey also suggests Franco Nevada in their Gold Portfolio.

[snowriderMember]

You guys know anything about emgold?

[AGXIIKMember]

ich1baN   Good to hear your voice again.  While I am out of paper at this time, Jim Willie thinks Jrs will do well and most of the larger PM subscription services say that Jr and Sr should get a rebound. I hope for the best on those issues   they’ve been beated down alot in the last year.

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