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