I know a few subscribers have wondered if we are considering talking profit on our DBA position, the answer not at this stage, it may come back in price if / when commodity markets calm down after dramatic adjustments towards the Ukraine invasion but we see significant upside over the coming years and view this as a core exposure for this portfolio.
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM still likes our holding our DBA ETF
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