[GreyGhost]

To ensure this thread does not become full of shills trying to pump up any particular companies, the rule is you should not mention any individual stock codes. Information should be limited to asset classes, industry sectors and geographical regions.

For mutual benefit, the idea is that we share information about the general areas that we are investing in. How has peak-oil awareness affected your buying decisions?

I'll start:

I've got about one third parked in Australian dollars, just in one of those standard bank saver accts earning about 6.5%.
The other two thirds in Australian Stocks. Of those:
Bit of a mixed bag overall, but fairly heavy on Energy stocks and mining, and associated services.

For the future, I'm considering getting some gold, just as a hedge against inflation and for the sake of diversity and experience.

If I was not PO-aware I would probably be more into stocks. But I'm half expecting correction of maybe 5-10% in Australia stocks in the next 6 months.

What about others here on peakoil.com? Post your the general shape of your portfolio and keep the thread alive, so we can all benefit from each other's experience.

[cube]

I'm a "trader". My portfolio changes every week.

However I'm generally "long" on commodities.

[LoneSnark]

All my money is in US dollar denominated instruments because I believe the dollar is undervalued.

[scienceteacher]

As far out of US dollars as possible:

Euro and Yen accounts through Everbank

Gold with GLD and DBP

Silver with SLV and DBP

Base metals with DBB

Miners with GDX, HL, SLW, PAAS

Short the financials with SKF

Short real estate with SRS

Oil through USO and DBO

Commodities with DBA

Don't wish to sound smug, but I've never made so much money in one year in all my life !

[Grifter]

Energy Stocks and mining, I've lost a lot on Mining but ok so far on energy.

Gold.

Its a pretty small investment though.

[NWMossBack]

As of Christmas 2007:

30% physical gold & silver

24% gold etf

16% oil etf

30% cash (us$)

Waiting for good opportunity to do something with the cash this spring (or whenever market "correction" plays out), I bailed on all my stock and bond funds in Dec. Looks like a good call so far!

[eastbay]

Started out a 18 months ago approximately 1/3 cash, 1/3 property, and 1/3 energy mutual funds.

Well, the mutual funds have bumped up a bit, the cash grown only slightly (paying myself an allowance) and the property has been flat, so now it's closer to <30% land, <30% money, and >40% energy mutual funds.

I'll be making no significant changes for '08. By 12/08 I'm hoping it will be 25/25/50.

[LoneSnark]

scienceteacher, as always, getting out before the slide is profitable, just as selling all your stock in 2000 would have made you rich. But getting out after the slide, such as selling all your stock in 2002, is poor advice.

[xarkz]

Cash: 60% (12-14% risk free , thanks to 13.75% interest rates. Its soon over though)

Stocks: 15% (just domestic banks.. it was more, but the stock market here just had a 40% crash lol )

Euros and dollars: 15%
Inflation insured cash: 10%

[evilgenius]

I have about a quarter in high yielding food stocks. A couple of small growing companies that pay dividends.

Less than a quarter in mining. Mining along with precious metals can be fickle. I don't want to be overexposed yet I do want exposure. I read the assay reports on Kitco and then check out the companies that I find there in more detail elsewhere.

I have a couple of potential high-risk for losing everything stakes in small oil companies. I have some in a Canadian trust that pays a solid dividend.

I'm thinking about oil transport (tankers) and heavy oil upgraders.

I want to get into solar but am afraid of a correction. If there is a correction I might get into a thin film company that has earnings to show for itself. I made a little money in solar earlier in the year and then got out.

I would like to put more money into uber batteries but everything that is going on in that sector looks like shit.

I can't find much to invest in as far as wind energy goes, not in the American markets.

[dinopello]

Energy, rail, and lately regional banks (for the dividends mostly).

[seahorse]

Hi Evilgenius,

I've been trying to find some high yielding food stocks and some growing companies. Do you mind giving me some names of companies or trade symbols?

Thanks

[drew]

29%cash
24% cef.a (50/50 au/ag proxy)
6% U (uranium proxy)
11% BCE
14% NXY
9% lrg cap can. mutual
7% can gov. bond fund


Hey, it even adds up to one hundred!!

Drew

[bodigami]

cash:
I've €40 and ₡500 000 (a little more than $1000, in one day the local currency appreciated from about ₡520 per $1 to about ₡502 and is now at ₡499 in some banks)... and about $250 for consumption (amazon.com imports or local products denominated in $).

commodities:
basically electronics, all of the products that I care for occupies just my room... I've a "keep it light" mentality with respect to consumption. My next "big purchase" is a Mac, which will be loaded with mostly free software and virtualised operating systems (mostly Unix-like).

real state:
1/4 of the house I live in is mine, the other 3/4 belongs to my brother and sisters. It has some fertile land, in which this year I will plant a fruit tree ("mandarina").

stock:
I'm planning to start a technology company in Q1 2009, and have it profitable and operative before Q4 2012... I'm thinking in a non IPO, environmental responsible, owned by workers (all people with stock have to be workers of the company) and localised company. I'm investigating and calculating viability.

[mmasters]

$this->bbcode_second_pass_quote('scienceteacher', 'A')s far out of US dollars as possible:

Euro and Yen accounts through Everbank

Gold with GLD and DBP

Silver with SLV and DBP

Base metals with DBB

Miners with GDX, HL, SLW, PAAS

Short the financials with SKF

Short real estate with SRS

Oil through USO and DBO

Commodities with DBA

Don't wish to sound smug, but I've never made so much money in one year in all my life !

[threadbear]

commercial real estate holding company........................... 80%
Canadian cash...................................................................13.%
gold................................................................................... 7%

Am increasing gold to 15%, and reducing cash by 8% next week.

[katkinkate]

10% ethical equities trust (renewable energy, etc)
50% precious metals
40% cash
am looking for land to buy up to 60% current net worth.

[mmasters]

I forgot to add that much of the inflation being done right now to protect the financial system from the housing bubble is being routed into essential commodities. Invest accordingly!

[threadbear]

$this->bbcode_second_pass_quote('mmasters', 'I') forgot to add that much of the inflation being done right now to protect the financial system from the housing bubble is being routed into essential commodities. Invest accordingly!

[mmasters]

$this->bbcode_second_pass_quote('threadbear', '')$this->bbcode_second_pass_quote('mmasters', 'I') forgot to add that much of the inflation being done right now to protect the financial system from the housing bubble is being routed into essential commodities. Invest accordingly!