January was a decent month for our portfolio considering we still have a lot of cash to invest and we are not selling options on a big part of our portfolio. Present anchors in our portfolio are SPDR Gold Trust (ETF) (NYSEARCA:GLD),Vanguard Total Bond Market ETF (NYSEARCA:BND),Market Vectors Agribusiness (ETF) (NYSEARCA:MOO) & PowerShares DB Agriculture Fund (NYSEARCA:DBA). These positions we will hold indefinitely and not sell covered calls on them as they are not volatile and the risk doesn’t justify the rewards.
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