It's that time of the month again . . . time to rebalance the Alpha-D Portfolio and refresh some option positions. Let's make a long story short. I'm staying long China (FXI, with covered short calls) and gold (IAU and GDX, with covered short puts, and a small long position in junior miner ANV). I'm staying short the broad markets (short uncovered calls on SPY, IWM, EFA, and VWO).
Don't ask me when my research website will be updated with new research and portfolio reports. I've got bigger fish to fry right now.
Don't ask me when my research website will be updated with new research and portfolio reports. I've got bigger fish to fry right now.
