Breakwave Dry Bulk Shipping ETF (BDRY)

[JLmyhero]

Allocations for the week beginning 3/23... You Ain't Seen Nothing Yet!

2% UUP 'on' / BDRY 'off'
2% UUP 'on' OIL 'off'
2% UUP 'on' DBA 'off'
2% UUP 'on' IAU 'off'
2% SH 'on' SPY 'off'

2% UUP (additional)

76% SHV 'on', VGSG 'off'

12% STIP

100%

Changes from previous week:

All UST long dated holdings have been sold... IEF, IEI, even VGSH.
SHV, a near cash 3-4 mo., UST bill fund was bought.
SHV is the funding account for STIP...2+ year inflation adjusted UST.
UUP replaced UST as the on/off asset in the 10% allocated to asset pairs.
STIP was added.

Last two weeks have been incredible, I don't know why this next week should be any different.