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  • Writer's pictureJeff Krul

ANAVIA Inc. Asset Allocation as of 2023-05-12

Primary portfolio activities this week:

  1. Fixed Income (FI) - Monday, added to $TLT long position.

  2. Equities (EQ) - Monday, added to $XLF short position at $32.48. Thursday, took profits; covered 100% of $XLF short position. Shorted $AMZN at $112.86. Friday, took profits; covered 100% of $AMZN at $109.92. Friday, took profits; covered 100% of $IWM short position. Initiated a max-sized long position in $XLV.

  3. Foreign Exchange (FX) - Wednesday, added to $GLD long position at $2,036/oz.

  4. Commodities (CRB) - Wednesday, added to $SLV long position at Silver $25.49/oz. Thursday, added again to $SLV long position at Silver $24.42/oz.

Week over week (WoW):

  • Cash: 37.6% => 34.7%

  • Foreign Exchange (FX): 8.6% => 11.6%

  • Fixed Income (FI): 17.1% => 21.5%

  • Equities (EQ): 32.0% => 26.9%

  • Commodities (CRB): 4.6% => 5.4%


ANAVIA Inc Asset Allocation 2023-05-12

ANAVIA Inc Asset Allocation 2023-05-12 by Country

  • All positions were initiated between 2023-04-03 and 2023-05-12

  • The portfolio is actively traded; any position could be added to, or fully or partially sold/covered at any time

  • Trades that are opened and closed between reports are not shown

  • CAD Cash is invested in the Purpose High Interest Savings Fund (PSA.TO), which paid 4.93% in interest (annualized) in February & March 2023


ANAVIA Inc Asset Allocation Details 2023-05-12
ANAVIA Inc Asset Allocation Details 2023-05-12






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