Precious Metals Save November

The Fiat Fantasy portfolio was up .5% in November thanks to a strong performance by the precious metals.  The S&P 500 was off -.23%.  Here's a chart of Fiat Fantasy monthly returns for the past 11 months.  Those down months in May - June are what prompted the formalization of the Fiat Fantasy portfolio.  Simply put, I thought by working harder at this investing stuff I could stop the bleeding.   

Our investment in the precious metals asset class now exceeds its upper limit.  Unless something crazy happens tonight, I'll place a 2% trailing stop on SIVR sufficient to get back within bounds.  If it weren't for this journal I know I wouldn't have the discipline to sell shares of SIVR just when it's rocketing to the moon and the buzz is all rosy.  A real-time test of reallocating is about to unfold.

The funny thing is my brother-in-law will visit this weekend.  For three years I've been chatting up gold and silver with him, but as far as I know, he hasn't taken the plunge.  I'll still recommend he buy, but I'll be selling.  Do I have to tell him I sold?  What would GS do?