Friday, February 20, 2015

Portfolio Update 2

Mid-to-Long-term portfolio (In USD):

-Long physical gold from $950
-Long physical silver from $14
-Long paper silver from $15
-Short US 30-year bond futures from $150
-Long sugar from 16.50 cents
-Long north korean gold coins 
-Long chinese yuan against sgd from SGD:RMB of 1:5
-Long RSX at $13.18
-Long GDX at $18.95
-Long SLV at $15.25
-Long RMB vs SGD at 5:1
-Long ruble vs USD at about 65:1 (or ruble vs SGD at about 45:1)

Looking to:

-Long north korean silver coins (A play on North Korea opening up/collapsing)
-Short US corporate bonds 
-Long South Korean airlines (A play on North Korea opening up/collapsing)
-Long RJA
 
Web Statistics