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URL:  http://boards.fool.com/how-grantham-allocates-resources-30146392.aspx

Subject:  how Grantham allocates resources Date:  7/13/2012  11:02 AM
Author:  grier22 Number:  44569 of 44593

He suggests 30% of individual investors' port go to resources, and discusses how to allocate it. I put more faith in GMO's valuation forecasts. Even if Jeremy is right about resources, the timing could
be many years off.


http://finance.fortune.cnn.com/2012/07/12/our-planet-will-tr...
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