System-9 Asset Allocation

First of all, congratulations to iBergamot:Bergamot Capital Management (BCM) is fully operational!
I need to change my slogan. "Working full time; Trading the rest of the time" is no longer true.
Also, I really don't need to keep this blog going, but will anyway.
My journal helped me on several occasions.
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System 9 account grew significantly lately, and now can hold over 30 positions of my standard size. I was thinking about increasing position size, but decided to hold off. Rather I want to classify my holdings by asset type, in order to keep each segment from growing too big.
OTOH each active theme in System 9 should be represented by meaningful investment.

3 full positions is approximately 10% of portfolio.
Investment Theme that doesn't have 3 (full or half) positions on will not be classified separately, but will go into one of following groups:
- Industry. 
   Stocks/ETF of Real Stuff, producers, manufacturers etc that make things and use stuff.
- Other Stocks. This section presently holds DVA, GEO, MHFI, YELP - like I said... other stocks...

Industry       23%
Other            9%
PM             22% (precious metals and miners)
Agriculture  18%
International  9%
Shippers       8%
Marijuana     4% (I sold more than half from LB account)
Cash less than 10%

I have most of these (few that i don't have - i am looking to buy)
http://stockcharts.com/freecharts/candleglance.html?MHFI,GEO,DVA,YELP,NM,TK,KEX,TUR,VNM,FXI,AFK,RSX|B|P5,3,3
http://stockcharts.com/freecharts/candleglance.html?AMLP,XLU,FIUIX,LYSDY,NIB,BAL,JJG,LNN,MOO,MON,TSCO,ige|B|P5,3,3
http://stockcharts.com/freecharts/candleglance.html?JJC,FCX,SCCO,CCJ,CVV,GTI,TAN,SCTY,ibb,bis,IYR,xhb|B|P5,3,3
http://stockcharts.com/freecharts/candleglance.html?HEMP,PHOT,MJNA,MDBX,AG,CEF,FNV,GDX,PPP,RGLD,SLV,SPPP|B|P5,3,3

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http://stockcharts.com/freecharts/candleglance.html?ONVO,DDD,ENPH,EZPW,SWI,FEYE,SPLK,WDAY,xrt,imax,lo,cacq|B|P5,3,3
http://stockcharts.com/freecharts/candleglance.html?pot,mos,adm,hrl,bg,entg,urz,dnn,cg,bx|B|P5,3,3
http://stockcharts.com/freecharts/candleglance.html?CWEI,WTI,HK,NBR,PBR,SGY,STLD,MTL,AKS,MT,CRS,X|B|P5,3,3
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