As you know, blogging has been non-existent for more than a month now. I'm hoping to get back in the saddle with regular posting this fall -- with "regular" being defined as several posts a week.
Anyway, the most important thing is that I've made zero changes to the portfolio. Since this blog is my adventures in investing my portfolio, I'd move heaven and earth to find time to post and alert readers of changes to my holdings.
And for now that means continuing to enjoy the gold bull market, and with the central bankers' contest to debase their currencies, the longer term trend remains intact. Yes, correction will be seen and endured along the way. But I've never lost a moment's sleep over my substantial gold and gold mining stock positions.
Yet no one should get the notion that I'm loading up on guns and ammo and keeping my eye out for black helicopters.
As of mid-year, gold-related holdings accounted for one-third of my portfolio. The rest is mostly stocks, with cash less than 10%. And I'm always checking out possible new purchases. I've got a list of about five companies I like, but not all of them at their current prices.
In the meantime, thanks for your continuing patience. I'll see you again soon.