Monthly Report (October, 2020)
October (2020), first month in the last Quarter Dear Copier and Followers, the interesting month of October ended, unfortunately the last few days of this month trading coincided with the per-election typical correction which reduced the gains to a negative 2.51%. It's just a temporary effect though. All in all, I believe we worked well during October, we increased our holding of safety assets such as TLT that have been correcting for most of the last 3 months and they are probably close to their temporary bottom. Same goes for gold and gold miners that have been correcting more or less for the same amount of time, that's due to the fact that they are deeply connected and both connected with the Fed actions. We slightly increased our gold miners holding to position in preparation for what I expect to be a new upward run of the gold that might be beginning soon, maybe it's actually began the day I am writing this blog post, maybe it will take a few more months. Very d...