Was looking at bgeix and fsg, I know they are different animals, but they both impress me as needing a bit more room.<<
I think you are correct.
Keep buying the dips. <<
Yes, I'm accumulating gutlessly :) I opened some small positions in AOVIX,ADSIX and ALVIX recently and have been adding tiny amounts each day. Adding more to BGEIX each day as the ratio goes up and adding to the anti dollar BEGBX occasionally.
Cut lose the DBA/GRU/RJA today--nice run although wish it had been about 10x more. Put in some orders for GDXJ in case we take the big gold dump--we shall see.
Will add back to tlt-s this evening.<<
Holding on to the TBF/RYJUX here--expect <105 on TLT at some point in the next 10 weeks--Benron made a point to say rates could go lower--he also said sub prime was no big deal and commodity prices were transitory. He also claims to fly choopers although have never seen it.