Current positions and weights are:
Agriculturals (DBA) - 11.2%
Brazil (EWZ) - 9.3%
Euro Currency (FXE) - 9.8%
Gold (GLD) - 11.3%
India (INP) - 9.4%
Energy, Clean (PBW) - 9%
Russia (RSX) - 8.3%
Materials, Steel (SLX) - 10.1%
Treasuries 20+ Yrs (TLT) - 10.5%
Oil (USO) - 10.9%
Cash - 0.1%
I am continuing to trade in keeping with the Rotational strategy. Shares of FXE, SLX, PBW, and RSX will be sold, market at open on Monday. The proceeds, plus all available cash, comprise 37.4% of portfolio weight, and will be split equally into allocations for new buys SLV, GDX, FXY, and EWM, based on closing prices on February 8. I will round down any fractions in the share calculation.
