thanks for the links Roberst, I tend to look in on the PIMCO site infrequently....,
Intersting that they have a real estate fund there backed by inflation protected securities....need to look more at that one,,, On the commodities front, apart from the funds I previously mentioned, I prefer do try and stock pick my way into them....
holdings are: KMP..<holding 2 years, added 6 montsh ago> AU...<2 years> added a little lately FCX <3 years..added a little month ago> SSL <5 months> PTR <15 months> RIO <bought cople of weeks ago>
FXEN < a speculative buy,about 9 months ago> still holding, hoping that the star in the east becomes visible by Christmas :-)
and an Odd one MTLM, been in and out of it nicely for 2 years.If I add funds and stocks together, at th moment its only about 5% of total, with an average dividend of 3.5%...on the basis of getting paid to wait..been looking more at BHP lately, but haven't decided to jump yet.I think the Ozzie dollar will stay strong and the economy..so I'm hopng for a little pull back, while the dollar dances up...apprecaite any views you have on it. maybe I should be looking at upping this part of portfolio. cheers