The “All In” portfolio was down $3,927 or 7.56% this week as coal equities across the board fell. Since inception the portfolio is still up over 104%. Coal equities fell likely due to weaker Chinese steel and iron ore production. In addition, the large increase in coal equities over the past month resulted in traders taking profits.
$48,055
I'm out of the coal equities. China risk to too big for me to understand. If China blows up so do met markets. https://twitter.com/redditinvestors/status/1439946632330678277
How are you playing the evergrande sell off?