Frank was quite specific that for a 1 Million dollar portfolio you should hold 12,500 shares of TDC.

At any given time he suggests holding no more than 20% of that portfolio in gold and gold stocks. However, currently and for the past several months he has recommended holding only about 10% of ones portfolio in gold and gold stocks.

I wrote him once and asked what to do with the other 80%. He said that wasn't his strong area. He had a few ideas but that's not his thing. He obviously believes in a conservative allocation of assets.

I was recently listening to John Embry talk about gold and gold stocks. He recommended 25% of ones portfolio.

The most I've head by anyone reputable was 35%.