ISO Precious Metals Fund As we often do, Rono and I agree on a number of options here. We use U.S. Global World Precious MInerals (UNWPX - we use UNWIX) and a smattering of First Eagle Gold (SGGDX) for mining stock exposure as well as some bullion. For gold and silver bullion, we use Central Fund of Canada (CEF - closed-end fund). It is taxed like a mutual fund, unlike GLD or MVG, which are taxed as collectibles and better used in retirement accounts. And Permanent Portfolio is in almost every client portfolio.
Other options include U.S. Global Resources (PSPFX - we use PIPFX), which owns all kinds of mineral plays. If you are looking into non-coal, oil, and nuclear energy, Market Vectors Global Alternative Energy (GEX) would be worth a look. We use it as a part of our green and socially responsible allocations.
ISO Precious Metals Fund HI lisa;
I think you may consider couple of funds/etfs to hold all these vehicles [silver/gold/palladium] you've mentioned
we do have pspfx - us global resources, prpfx - permanent portfolio has gold/silver/US-T, as well as gld - gold etf. you may need to add PALL - palladium ETF
I think these would be reasonable and give you adequate performances [these comprise 10s% of total portfolio]
I also linked a bunch of articles on commodities if you are interested [see the previous post or the recent posts]
I also have a little of MOO & DBA - agricultures ETFs, & EVEP EV energy part - Energy reits...
I don't have much palladium nor
nuclear - NLR [these are the few that I am missing] but these are very volatile and hard to play but could be worth the risks due to high energy demands.
http://portfolios.morningstar.com/fund/holdings?t=PALL
