Recommended portfolio for the next 2 weeks!

Updated
The ideas behind this portfolio are:

1- Benefiting from possible 6 trillion dollars infrastructure bill.
2- Being properly hedged using commodities.
3- Having exposure to the Tourism industry, apparel, and increased demand for gas in post-pandemic era.

My recommended asset allocation:
50% stock:
25% cash:
25% Gold:
0 Cryptocurrency

VALE
keep it on your watchlist!


RIO
keep it on your watchlist!


SCCO
Keep it on your watchlist


CLF
Incredible change in fundamentals..!


X
Breaking above resistance with volume!


FCX
Flag, wait for breaking out..!


ABNB
A good choice for post Pandemic era


UA
keep it on your watch list!


XOM
keep it on your watch list!


AON
keep it on your watchlist!


Use trailing stop loss..!
Note
On June 2nd I updated the portfolio to Close positions in X, CLF, FCX, and AON.
snapshot
Note
compare with the market!
snapshot
abnbAONBeyond Technical AnalysisFCXmoshkelgoshaRIOTrend AnalysisUAVALExclfXOM

Disclaimer