If you are loaded up with gold, silver, or mining shares and don’t want to sell, for whatever reason, then at least consider hedging.
There are many vehicles for hedging including the ProShares UltraShort Gold (NYSEARCA:GLL) and the ProShares UltraShort Silver (NYSEARCA:ZSL).
ForGold mining shares, I suggest the Direxion Daily Gold Miners Bear 3x Shares (NYSEARCA:DUST).
Probalble safer to add some US dollars. The greenback is in an intermediate-term bull market as the euro is at the beginning of its end, and the Japanese yen is going to be aggressively devalued.
Therefore one could consider purchasing the PowerShares DB US Dollar Index Bullish Fund (NYSEARCA:UUP) for a speculative long dollar play.
There are many outside commoditiy plays that are moving up nice so diversity is safe but with that said the US market is a ton more broader with so many to pick from.
One can also get the dollar hedge over time. Say for example 4% yeild, dollar 3 to 5% and the stock moves up 5% equals great returns.
Don’t be afraid to buy U.S. stocks. Though a pullback is overdue, the U.S. equity markets are very strong.