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On hold
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I've been on hold during the storm of these past few days as I don't think the credit market tightening has trade implications for my portfolio holdings. Most of the losses seem related to the emerging market stocks (IBN, SLT, FMCN), probably due to the usual flight for safety during such times. If this is correct then these stocks should revert back to normal once the US situation normalizes; I only hope this happens within the six month window of this competition. I still need to adjust a couple of percentages to bring the portfolio into full compliance but I think I'll wait until the special situation with HNR plays out; this should happen once Chavez has signed the new contractual agreement. | ||
