These are complex considerations, to be sure, especially considering the coming volatility that will hit all markets, and this will pertain to the recovery period as well. Having been beaten down severely, there will be quite differing rates of recovery as well as retracements along the way. So given a span of as much as two years or as little as one year, that will make a difference and not allow a single rank order comparison to have any meaning. We see all of the choices on your list as worthwhile and, at most, there will be differences of, at most, several fold between the Golden Portfolio and this aggregate of resource stocks. So all on your list are worthwhile for purposes of diversification and among the best, given the high volume of investment capital that will come gushing into this sector following the gold reset. Given that high volume looking for an outlet, there will be many so-called "moon stocks" or "shooting stars" that will be oversubscribed. That can be quite lucrative but not a game we want to recommend, certainly not broadly, because long-term investment will be riskier as, once they fall out of favor, they can fall in price dramatically, and that is not a good place to put one's life's savings.
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