Volt I really want to allocate more into either Wheat or Corn and take some allocations off the 5 year note..but I am scared. The 5 year note is such a great earner.
I've got Disney & UTX in my portfolio. They are performing nicely...so I have no issues with U.S equities at this stage.
Oil is problematic...and my $42 stop loss is getting closer [probably a great time to buy maybe] :)))
There is no chance I'll be covering AUD shorts.
I like agriculture -- and I will be allocating some 5% into Wheat just need one more massive down day and I am there.
why, page-19
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