Jun. 24 at 3:00 PM
$KORP $BND $CDE $XOM $HL
Wow, a lot of moving and shaking this morning.
I sold out of my KORP, BND, TLT and IGIB bond positions.
Initiated my XOM, COP and EOG positions.
I now have every ticker in place for my year end portfolio.
Now to eliminate/reduce some positions and add more to others in the coming months to get my position weights where I want them.
I also initiated two more miners that I didn’t plan to.
HL and CDE. I wanted more silver miners to add to my EXK and SIlJ position.
Don’t be shaken out of the silver or platinum trade.
This bull in commodities is just getting started. Especially if you will remain patient and let it come to you.
The beginning of July, I will post my new portfolio mix.
I thought by July I could get my portfolio where I wanted it. Looks like it will take me until September instead.
Long miners, energy, treasury’s and food producers.
I’m almost out of corporate debt.
That’s still my playbook.