Hello Sean. Wanted to pick your brain on a former holding we had in the UWR. I have read the posts stating we should sell any position if we are up more than 20%. I have Vale and I am exactly at 20% gain. Should I hold (due to inflation starting to pickup)? Or do I sell now and then jump back in after the stock market finishes its next downturn?

I'd personally consider selling and locking in those profits and raising cash levels, big-time to take advantage of the stock market sell-off. The largest leg down is still to come.

This should be a consideration among most former positions except for GLD, SLV, PPLT, ULE and FXC and present LI positions.

Thanks Sean!

You're welcome.