Lee Baker

There tends to be, in my opinion, some overhyping of gold in that now it's sort of like, hey, gold doubles, triples, and blah, blah, blah, blah.

And there tends to be a push where people are cajoled, coerced.

led into what I would say is an overly aggressive allocation of gold because it's doing well.

We know that looking in the rearview mirror to set your priorities and how you want to allocate your assets is a bad thing to do.

At 5%, I start to get a little nervous because something can go wrong and it can go wrong at the wrong time and have an oversized impact on your portfolio.