Here are the updates I've made to my asset allocation this month:
Equities: Bought more GDX.
Put options (covered): Sold on FXI, IAU, GDX.
Call options (covered): Sold on FXI and GDX.
Call options (uncovered): Sold on SPY, EFA, FXI, and GDX.
I added to my GDX pile for my usual reason: I believe gold will do well when serious inflation arrives.
Nothing else has changed.
Equities: Bought more GDX.
Put options (covered): Sold on FXI, IAU, GDX.
Call options (covered): Sold on FXI and GDX.
Call options (uncovered): Sold on SPY, EFA, FXI, and GDX.
I added to my GDX pile for my usual reason: I believe gold will do well when serious inflation arrives.
Nothing else has changed.
