Portfolio Update

Portfolio Update: 11 October  2018 -Present +30.65% Vs SPY-S&P 500 Index +4% in same time frame.

Investment Themes: Short S&P 500, Long Volatility, Meat Shortage, Gold Miners, Coffee Addiction, Investment Grade Corporate Bonds, Water, Gold, Silver, 1-3 Year U.S. Treasuries, Codiv 19 Vaccine, Phone your Doc, Long U.S. Dollar.