I sold my bullion for a down payment on this house (although I confess, it was really CEF shares.)
My bias is for juniors as well going forward. Been a large cap shareholder, particularly Kinross, Coeur, Silvercorp. The only one that has paid long term is Silvercorp, and technically it isn't a large cap. Seems like somehow or other the value is all realized before the large cap companies actually sell their gold/silver, and the profits aren't what you would think.
I've done well the last two years on Juniors. I think junior gold/silver will continue to be the place to be, going forward. I, too, am in Atac and Kaminak. I have a bias towards Canadian/U.S. based companies because I know the rules to the game. There are so many opportunities here that it doesn't make as much sense for me to invest abroad.
I'm pinning a bit on foreign oil(UNX), and a lot on domestic uranium juniors. I really like the time honoured logistics of basic supply and demand, and they seem to be at play in uranium. In that area, my faves are domestic as well -Denison, Fission, Hathor. I think gold will continue to go up, but that the big stories of the next year will be increased oil and uranium prices.