I continue to hold a long put position against FXE. I still do not think the euro will hold together in its present form over the long term. I have several months until this position expires, so I will review it each month in anticipation of a sale prior to expiration. I would rather pocket a gain then let it go to waste.
I have not initiated any other positions this month. I remain interested in timber REITs and public storage REITs as additional hard asset hedges. Frankly, I remain interested in several mining and energy plays as hard asset hedges but very little in the markets is attractively priced right now. I never overpay for anything.