I've had up to 50%!! I'm now back to 13% and building. I went into 50% cash mid Jan. Now I'm buying back into the market.

I changed my portfolio to be weighted more towards producers and explorers that have at least a 43-101. Now I'm starting to load up again on my high potential explorers without a 43-101 such as KXL. Actually KXL is my #1 explorer that does not have a 43-101, for the reasons listed in my last post. And... it is likely the only non-43-101 I will purchase for a while until I'm convinced we have hit a market bottom at the macro level.

mz