/biz/ - Business & Finance

Did my quarterly finance audit again... most of my gains are from being a wagie and saving money, rather than investment success. If you look at the self directed trading I do over the last 3 years, I had around a 25% loss (or about $7,000). Work's retirement plan and such have mostly offset my losses. I've been taking profits where I can and rotating into bonds since I expect a downturn in 4-6 months and I want to have capital I can throw at shit on the way down.

Anyways, I have a long time horizon. I'm looking at uranium (1-3 years), copper (3-6 years), water and sand (5-20 years). Looking at Mexico(!), and maybe China and India as great places over the next 10-20 years, too.
I had a fun thought about KO - I read they caused controversy in India when they first opened a bottling plant a number of years ago, lowering the local river water by about 10m. My thought was that they're well positioned, not as a dividend stock, but for having water access rights and filtration/purification many many years from now when it becomes a scarce resource.