Positions and changes

1. I sold YHOO last Thursday, ahead of the rise on Friday, and I was kicking myself on Friday, with YHOO up more than 6%. And today with YHOO down 16% now, I feel lucky!
2. I added POT and MOS on Thursday and Friday. I think long term, these companies are better leveraged than DBA; and similarly, GDX is better leveraged than GLD. But with oil cost high, it will put pressure on gold companies. So my focus will be on agriculture and fertilizer companies.
3. My main position is DBA, followed by POT and DAG. I also got enough GDX.
4. I will add these on weakness, and take profit on sharp rise.