Sold the following commodity-related stocks in the trading part of the portfolio:
* Sold all (3000 shares) of DHT; loss of $2,460 (13%)
* Sold half (2000 shares) of TCK; gain of $3,720 (31%)
Looks like commodities that have rallied since mid-January are now having trouble breaking through decisively through their 300 dma. SPY is also overbought and in trouble of reversing recent rally above 300 dma.
Plan to hold other half of TCK and all of XME until economic indicators tell me otherwise.
Disclosure: I am/we are long TCK, XME.