I actively trade and employ aggressive trading strategies, I do not believe in "buy and hold". My managed accounts are always liquid... or as liquid as the market allows. I let the market itself "hold" my position per say.
100% China Agriculture is my strategy for the next 2 years at minimum. Fully vested, however continuing to trade liquidity to build position and maximize growth through cost averaging.
Main focus on both stock feed and fertilizer, with a secondary focus on beef and dairy.
Reasons: Aggressive Agriculture growth in China is indisputable. For that reason, I feel fertilizer and stock feed products will be the high growth sectors needed to fuel the growth and meet growing middle class demand. Also primary focus on Organic operations (fertilizer without chemicals) as China is realizing its carbon footprint is getting to large (unlike the U.S., Asians are smart and are taking steps to move past the U.S in that effort). Beef and Diary will also grow as the middle class expands and consumerism grows ( SIAF ). Beef and Dairy is one market that has huge room for growth due to its current relatively small size. Stable growth comes out of Hog as it is still the most consumed product ( FEED ). Distribution and logistics, I felt ( CNOA ) would fit this bill but management has me nervous so it has been currently dropped from my strategy.
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