Bit later publishing this month, have been quite busy, click on the chart to make it bigger:
Overall a pretty good month and approaching 30% up on the year again. Albeit some winners feel very toppy like GKP and XEL. Will I get to 50% for the yar year or a big bust push it back down to 10%?
Had a good month getting in and out of NPE, selling KMR at a great profit after a couple of months. Did not get any joy out of shorting wheat. Sole FTE at a huge loss, but was keen to put more into XEL which proved the right move.
Overall I have less positions than I used to but greater weight in each one. New buys in HAIKE which is a short-term bet until end of September, upping position in XEL and IAE, looking to dump CDN shortly after breakeven and get back into FUM.
Any questions please ask in the comments.