Hello 10th Man Reader,

I hope The 10^th Man 5 answers I sent you the other day were useful.

I know it was a long email. This is because:

1. Nothing is easy in investing, especially nowadays.
2. I feel a kind of moral obligation to share what knowledge I can.

Here’s the short summary: you probably own too many stocks; there are not many stocks to like right now; bonds are fine, commodities are embarrassing and that is a reason to own them; the political landscape is a mess; and you really need to look at how your portfolio is allocated right…

Now.

Anyway, one of the questions I got a lot, was how exactly you can profit from The 10^th Man 5. Like, exact trades.

Sorry, dear 10^th Man reader, but if I gave that stuff away for free, I would not have a business. I need to eat. The cats need to eat.

But I can meet you halfway. How about that?

I’ll tell you how tomorrow.

I’ll give you one hint. I haven’t had this much conviction in this idea since 2009.

Jared Dillian