Comment: You're right about VGPMX...

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In reply to comment: I like TGLDX over VGPMX (see in situ)

You're right about VGPMX...

...underperforming the overall gold mining sector and the principle reason is that they also have heavy weightings in the platinum, diamond, and zircon businesses. These precious mineral companies have underperformed gold, especially platinum, but I think we'll see a big jump in all of these businesses when the inflation genie really gets out of the bag. I like the diversity of VGPMX and feel that it will do well when the foreign demand for these minerals picks up again, but I also have nothing bad to say about the Tocqueville fund either as it is clearly a thoroughbred gold fund. You seem to also have a solid financial strategy in my book. Right now, I'm buying physical silver bullion rather than gold mining shares though both seem to be good values to me today.

Cuimhnigh orm, a Dhia, le haghaidh maith.