It is almost meaningless to tell you what they do, since it means nothing to HAL but respectively they are copper, fertilizer, coal (met and steam), and iron ore. I am streamlining as a few of these names have other businesses.
Since I am "chasing" here I am going to simply put 0.5% into each of the 4, to build a 2% allocation and since they all have almost identical charts will add and subtract from them as 1 big allocation trade. As if I were HAL9000 myself. If they all begin to break down below their recently cleared 200 day moving averages, you know the script... back to the curb they will go.
Long all names mentioned in fund; no personal position