If your portfolio is underweighted in any of your long-term trends, use weakness to bring your exposure up to your target level. So, for example, I'd like to have about 15% of my portfolio in gold, given my belief in the inflation trend. This equally weighted portfolio -- all stocks start out with the same dollar investment -- is fully invested at 33 stocks. Right now I hold 30, and three of those are gold stocks: Newmont, Glamis Gold and Anglo-American (AAUK:Nasdaq). So, I'm going to add another gold stock by repurchasing GoldCorp (GG:NYSE) to bring my exposure up to 13%. Turn Short-Term Fear Into Long-Term Profit http://www.thestreet.com/_mktwrm/comment/investing/10288758_4.html Anglo American is a global leader in mining and natural resources. Our diversified products are essential parts of modern life. Anglo American is committed to operating in a profitable, sustainable and responsible way. http://www.angloamerican.co.uk/
