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Investments
The good ones, always a challenge
Gold looks very interesting now, after basically
going down for 22 years. Over all commodities could do well such as Timber investments, which unlike gold grow every year as you hold them. See below for my periodically updated out look and ideas.
Date: Oct. 2001, still looking good they have not really took
off yet and just may not but they have the look that says they are worth
watching and buying carefully
April 2002.
Broke out to the upside and seems to be holding
Sept. 2002. Update. Gold and gold stocks have broke out of the
22 year down trend to the up side, pulled back a bit and are trying for
a new breakout Sept. 2002. Looking to buy the pull backs.
March 2003 Gold got a little overbought and got pushed up on war news. Could sell
here at the $380 to $400 range and buy the pull back, could be a 3 to
6 month pull back or longer. Long term keep buying the pull backs.
April 16 2005 It has been up until about 6 months ago when it went into a holding pattern, put in a triple top and is pulling back now. Long term still a buy in my book may hold off for till the end of April or into May tops 3 months of pull back and I will be back in, probably sooner, unless the world does some surprisingly good changes from the dollars point of view.
Aug 22 2005 Picking time frames is always hard. It has been over 3 months I did buy a little in the dips, but have sold some of that as it was up a bit so very little net gain in my holdings. It has not really gone anyplace yet and is in a holding pattern. I'm still long term bullish but it still has not had a good pull back which would set up a nice buying opportunity. So I'm in a holding pattern with it, buy a little in the dips sell a little on the pop ups over all small increases in the holdings with the profits from buying and selling. Want to hold enough cash so that you do not get hurt when it does a real good pull back below $400 and you have the cash to take advantage of it. But also be aware that it may just sit here then go up so good to be holding some for that. Recommend of assets that you have set up for gold holding to be 25%-50% in (trading the 25% spread in and out) and 50% cash waiting to go in. Over all gold of portfolio would about 10%-15%
Nov 30 2005 Gold never did a good pull back which for a long term point of view is very good for the bulls. It is now testing the $500 line. This is a major break out to the up side point. would expect it to spend some time fighting with this line but it has been very strong with very small pull backs. I'm buying the any pull back more aggressively. Basically I want to hold more gold long term. Projected 10 year or less target is $3,000. I'm bullish on most commodities, other mettles, timber, natural resources in general. See below for some timber ideas.
May 2006 Gold went above $700 on a very big run up it is now setting back and I would expect a pretty good pull back here. My bottom number would be about $500 per oz. over about 3 months. In the past it has not pulled back as much as I expected but did come close so it has been a very strong run and I expect more to the upside after this pull back.
Panama:
April 2002 Land and real-estate in Panama seems to have bottomed out,
the economy seems to be at the bottom. Looks like there is lots of opportunities
there. Some great down town Panama City properties, forest plantations, or Beach front properties
April 16 2005 (PanamaTeakForestry.com) A commodity play that grows some very good steady long term growth 15% annual return expected from teak reforestation investments in Panama. Beach front real-estate in Panama is up about 100% since April 2002, very area sensitive Boquete area is also up significantly in the last 3 years. City apartments in good areas are up 25% to 50% but still many good opportunities in Panama. Although I'm moving more into acquiring the timber opportunities and holding the real estate. Over all I'm a real estate investor with 50%-60% investment portfolio in real estate at this time I think offshore real estate has better opportunity then the US and I'm looking at moving about 50% of the real estate portfolio offshore.
About 15% of portfolio going to growing commodity assets such as timber. The remaining 10%-20% in normal stocks bonds and cash. These are % of the investment portfolio. One should also always have money and investments set aside for daily living events. See more on Over all investment strategies
Buying 2nd mortgages or investing with a hard money lender can get yields
of around 10% while the money that is invested. A good deal for holding cash and
getting a small steady return.
Whatever you invest in do some learning first, you can do the right thing
at the right time and do it so poorly that you still loss money. No matter
what you do in life always invest time in an education, or you may get one
the hard way.
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