SOS Ready Set Go!

Finally, I have constructed 2 portfolios to represents the inflationist school and deflationist school.

The portfolio is form at the closing price of 12 October 2009, DJIA around 10,000, with USD50,000

Inflationist Portfolio

GDX 155 shares (ETF for gold listed shares)

IXC 214 shares (ETF global energy shares)

PAGG 307 shares (ETF agricutural related shares)

PIO 424 shares (ETF on global water related shares)

EEM 186 shares (ETF long on emerging markets)

TIP 122 shares (ETF inflation protected treasuries)

Deflationist Portfolio

SH 135 shares (ETF short S&P500)

UUP 330 shares (ETF long or bullish on US dollar)

EUM 180 shares (ETF short Emerging Markets)
TLT 208 shares (ETF long 20yrs treasury bonds)

AGA188 shares (ETF double short on agricultural shares)

As at end of 15 Oct,

Inflationist UP1.65%, Deflationist DOWN2.42%