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Coxe's latest Basic Point allocation
posted on
Jan 10, 2010 07:25PM
Just out Coxe's allocations. Note that he recommends 20% cash
Precious Metals 35% +7
Agriculture 33% -2
Energy 22% -6
Base Metals & Steel 10% +1
Global Exposure to Commodity Stocks
We recommend these sector weightings to all clients
for commodity exposure—whether in pure commodity
