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<p>[QUOTE=&quot;Rono, post: 1832306, member: 6492&quot;]Howdy,</p><p><br /></p><p>Well thought out strategy and indeed, it might work.&nbsp;&nbsp; As any country comes into favor, there will be an increase in demand for its stuff.&nbsp; However, when it comes to bullion coins - either present day or historical - don&#039;t underestimate the breadth nor debth of the market.&nbsp; Folks have been collecting these coins for a long time already and from all over the world.&nbsp;&nbsp; Please note that I am not saying you are wrong or that there will not be a premium associated with the evolution of certain countries.&nbsp;&nbsp; There probably will be.&nbsp; I&#039;m just of a mind that it will be &#039;on the margin&#039; and not something that can be easily, nor safely played. </p><p><br /></p><p>Your tactics are to overweight the BRIC coins in your allocation and that&#039;s the best approach. </p><p><br /></p><p>It&#039;s not unlike how I overweight silver to gold and mining stocks to bullion.&nbsp; I&#039;m playing the percentages on established metrics [read: the g/s ratio and the XAU/bullion metric].&nbsp; However, I&#039;m not going crazy - just an overweight on the margin play. </p><p><br /></p><p>The other parallel is momentum investing in general, where you select any hot sector or segment of the stock market and overweight it slightly, in your otherwise plain vanilla portfolio, to improve your returns above the norm.</p><p><br /></p><p>good luck,</p><p><br /></p><p>peace,</p><p><br /></p><p>rono[/QUOTE]</p><p><br /></p>

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