Current Portfolio
| Security | Ticker |
|---|---|
| Rumo S.A. | RAIL3 |
| Tencent Holdings | TCEHY |
| CME Group | CME |
| Deckers Outdoor | DECK |
| iShares 20+ Year Treasury Bond ETF — $75 Puts | TLT |
| Copart | CPRT |
| Agnico Eagle Mines | AEM |
| Talen Energy | TLN |
| Brazilian Government Bonds — 10-Year Fixed Rate (BRL) | — |