Last week, our watchlist included, JNUG (+9%), UGLD (+0.5%), INDL (-0.5%) and TMF (1.5%). I continue to hold all four positions. Unfortunately, I missed out on the BRZU play (+23%), however, I did have Companhia De Saneamento (SBS) – discussed here – is a Brazilian water and waste management company which I sold with a 20% gain and will re-load on the eventual pullback.
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