Patient

I don't have enough patience. I added commodities too early this time, after I exited almost all of them in March. As a result, I cut almost all PM related positions at a loss and now only hold agriculture related positions mainly in DBA. I also keep GDX since it's down too much and I think it's a value play.

If I wait until today, then I can add aggressively now in DBA, great entry is the key!

Now I will only add a small position each time, since I don't have enough cash and current positions are entered at higher prices.

I still think DBA is not done, but what do I know? I underestimated the power of the dollar rally.