Sold: NRP, MGM and TLP (Update)

I locked in the rest of my former positions, selling off all shares of MGM, TLP, and NRP.

I’m holding the new ones, AWK, AEC, CLP, and BG. Also, my silver position, obviously.

The problem for me is that cash is definitely not king, just a low priced bet. There’s no safe haven left, unless you’re willing to buy precious metals at these levels.

Update: I ran the numbers, and have about a 26% cash position in my portfolio. That corresponds to about a 20% cash position net, when you throw silver back into the mix.