Velocityshares Daily 2X Vix Medium Term (TVIZ)

[gldtimer]

Complete Hole Manifest* 12/2 Updated

The GA has repositioned the cargo holes to more or less match the possible holdings of JUCIX and DBLTX. 50% of the portfolio is still in cash waiting for JNK to set up for a buy, which doesn't appear to be in the cards this next week. If I had to be in one of the four below JNK...'spring' would win hands down. The bottom pick would be IEF or 'winter' the mirror opposite of 'spring'.

Intermediate Bonds or MM @ 50%

JNK...'spring'
IEF... 'winter'
MBB...'fall'
TIP... 'summer'
MM* 50%

Currency or MM @ 8%

UUP* 6%
DBV* 2%
FXA
FXY
FXC
CEW
CYB
MM

Commodities or MM 2%

JJC* 1%
SLV* 1%
GLD
MM

Bonds...s for short

EDV
TLT
TBF-s* 18%
DTUS-s* 2%
IGOV
SJB-s* 2%
BNDX
LQD
LTPZ
EMLC
VWOB

Sector Equity Strongly Influenced by Bond Prices

VPU
SDP-s* 1%

Global and Domestic Equities

VT
EFZ-s* 2%
DIA* 2%
DOG-s
SPY 2%
SH-s
QQQ
PSQ-s* 4%
EEM
EUM-s* 2%
ASHR* 2%
CHAD-s*
SEA
SCS* 1%
AAPL* 2%

Volitility

XIV-s
VXX .5%

Total MM = 50%