Avion Gold Corp AVGCF

RE: precious metal stocks

[nijinsky70]

I'm 27% precious metal mining, 38% oil & gas, and 35% base metal. 

I used to be overweight in PM but I've since scaled that back to the current level.  Over exposure in one sector is never a good thing, even though it's hot right now.  I think I'm still overweight in base metal, consider it has done nothing this year - dead money.  My oil & gas is surprisingly doing better than most, but I got lucky with ONR (got in around $5) and LEG is doing well consider I got in under $10.  

My PM stock holding are prinarily AVR, BTO and SMF (which came alive lately, after being dead money up to August).