PundysPub.com

OK, here’s where we are now:

GDX – 7.5% – Gold Mining

EWC – 6.35% – Canada

EWZ – 5.17% – Brazil

SLV – 4.76% – Silver

UNG – 4.21% – Natural Gas

FCX – 3.81% – US Copper

GLD – 3.58% – Gold

SA – 3.27% – Canadian Gold Mining (sorta)

SLW – 3.26% – Canadian Silver Mining (sorta)

MVG – 3.20% – Canadian Silver Mining

NRG – 3.15% – US Elec. Power

PEYUF – 2.98% – Canadian Natural Gas Producer

CCJ – 2.97% – Canadian Uranium Mining

AUY – 2.80% – Canadian Gold Mining

CZZ – 2.74% – Brazilian Ethanol Producer

EWA – 2.32% – Australia

SWC – 2.29% – Palladium & Platinum

ATGFF – 2.20% – Canadian Natural Gas Producer

RNP – 2.20& – US Commercial Real estate

PBW – 2.19% – US Clean Energy

CGIFF – 2.16% – Canadian Mining Supplier

AGQNF – 2.15% – Canadian Alternate Energy Producer

PAL – 2.12% – US Palladium Mining

NFEI – 2.12% – US Natural Gas Producer

BHP – 2.09% – Australian Mining

AGU – 1.96% – Canadian fertilizer producer

WTSHF – 1.91% – Canadian coal port operator

VALE – 1.84% – Brazilian iron ore producer

NBDFF – 1.69% – Canadian Wood Products

PCZ – 1.56% – Canadian Oil Sands Producer

BQI – 1.54% – Canadian Oil Sands Producer.

CLLZF – 1.44% – Canadian Oil Sands Producer

MAAFF – 1.21% – Canadian Fertilizer Finder

OPCDF – 1.21% – Canadian Oil Sands producer

POT – 1.12% – Canadian Fertilizer producer

DBA – 1.06 – Agricultural Commodities holder

PRF – 1.02% – Brazilian small caps

KOL – 0.86% – Coal Industry

Figures do not reflect additional purchases today of DBA & EWA. Overall portfolio is down about 35% from earlier peaks but up about 50% from the lows in March

Sold entire 1.4% position in FMCN at $31.98 (up 4.5% on the day) for a loss of .5%

Bought 1.5% position in FRO at $55.72 (down 4.5% on the day).

Sold entire 1.5% position in CY at $30.67 (up 12.9% on the day ) for a 12% profit

Bought 1.5% position at $1.75USD (up 20% on the day) for a total position of 2%.

Bought 1% position in SWC at $7.17 – down 9% on the day – for a total position of 2%

Bought an additional .3% position in NFEI at $1.05 for a total of 2.5%

Bought .25% position in SWC at $9.75 – down 1.8% on the day to increase position to 1%

Sold entire 1% position in SUN at $40.47 – up 9% on the day – at a profit of 1.5%

Bought 1% position in BQI at $4.47 – down 4% on the day – for a total 2% position