Also my defensives are AGG, GLD and a Tesla Put, the former two should hold up fairly well unless things get literally apocalyptic, and the latter would benefit from it, at the cost of some offensive potential.
I am three quarters in Cobalt and Lithium with my offensive positions, also a bit of biotech and too much frac sand.
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Also my defensives are AGG, GLD and a Tesla Put, the former two...
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