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To date my portfolio has moved between 9.70 and 10.35, basically 3% +/-. And while my fund's beta is 87, providing a little less volatility than the market, I'm expecting more.
To that end, I am adding two ETFs with international focus. My plan is to capture some of the global growth that is occuring. The first ETF is SLX. It invests in Steel companies, including ADRs of foreign companies. The second ETF is DBN. It invests in basic materials companies that operate outside the US.
At this point I am 95% invested. I'll hold the final 5% in case some buying opportunities develop.
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