Below is a look at the securities listed in my Jan. 30 post focused on hedging the USD under Trump’s economic policy.

The post centered around 5 themes, each with a list of ETF exposure:

#1 - Strategic International Equity Allocations

#2 - International Bonds (preferably not currency hedged)

#3 - Physical Precious Metals

#4 - Strategic Real Assets

#5 - Commodity Producer Equities

In total, I listed 32 ETFs capturing the 5 themes.

The performance of these 32 ETFs averages out to a +7.16% gain since the blog was published.

This compares to a loss of 0.95% on the stock market as a whole in the same timeframe.

Performance here? Pretty damn good!

Paid subscribers can line up the list below up to the original post to see how we did in each theme and on each security.

What does the back half of the year hold??? Stay tuned…