Chevron (CVX) has done has very well over the last 6 months. But, silver has more upside potential that big oil now. And, if the whole market declines CVX will follow it, while precious metals should be contrarian. As discussed in a previous post, silver seems to have more upside than gold right now. Coeur d'Alene Mines (CDE) and Silver Wheaton (SLW) are volatile, levered plays on silver prices. At this time, I moved only about 6% of the port-faul-lio's assets to silver mining given the risk.
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