Thats a solid port mix - EM is being slept on. I like energy (nuc, nat gas, grid), commodities. On Forex I am flirting with opening a position on CHF, but it is consolidated and range bound. No signs of life yet.
BOIL - an 2x ETF (or the base product, UNG) for 2-3 months max.
Alberta clippers, polar vortex & snow are ideal for a nice run up with potential of surpassing last year's 100+ on boil. Got in early October at 26 and am happy as fuck right now. Just keep an eye on the 14+ day weather forecasts and weekly nat gas storage reports for your future out.