In case there's anyone who cares, I'm not actively keeping up with my CAPS portfolio, and haven't been in a while. If you're looking at me, you should probably be looking at the top 10 anyway, or elsewhere.
I took the huge silver surge today as an opportunity to close my long position in ZSL puts with a profit, and I intend to get back in if ZSL surges to 6.8-7 territory anytime in the next few weeks. I also greatly reduced my position in MVG at these prices (5.0101 to be precise), having enormously overweighted it in the 4.5 vicinity. [more]