I did some significant reallocations last week. I cashed out of utilities. I also doubled my allocation to energy and took some losses on Precious metals for now. I had a few requests for my positions so I have included it there. Some of these are trading positions and some are long positions. I started a VIX position also.
Archna and I post our updates on twitter. You can follow us @monetivewealth and @archna2011.
Hi Raja
Very interesting to see you doubling down on energy especially when Oil might be under pressure due to the rising dollar.