Happy Investing..
I had my money in the Vanguard funds.
Unfortunately the Precious Metals and Health Care fund is closed to new investors. You can still pick up the Energy fund from them (Min investment is 25K). 11% YTD Performance...
You might want pick as a replacement for the metals with:
<TABLE cellSpacing=1 cellPadding=2 width="100%" border=0><TBODY><TR bgColor=#e2e3e2><TD>SPDR S&P Metals & Mining ETF</TD><TD align=middle>XME</TD><TD align=middle>Equity Income</TD><TD align=middle>26.81% YTD</TD></TR></TBODY></TABLE>
As for the Health Care sector, a good replacement is :
<TABLE cellSpacing=0 cellPadding=2 width=350 border=0><TBODY><TR><TD>Fidelity Select Medical Delivery</TD><TD><CENTER>
FSHCX</CENTER></TD><TD align=right>9.0% YTD </TD></TR></TBODY></TABLE>
Reasoning..Energy: Oil demands will move up and prices will also do the same due to limited global supplies. The U.S. will have to start competing with countries such as China and India for oil in the coming years
Metals: will move up due to U.S. dollar losing value, the more debt the U.S. picks up. The more unstable the U.S. becomes thus metals will be a safe haven. In addition, China has 1.2 million in reserves..They will diverse billions into precious metals. Also traditionally, people in China and India love gold. The more rich they become, the more gold will be in demand.
Health: 80 million baby boomers will start entering retirement this year.
Anyhow, good luck....I hope this was helpful...