GOLD returns
Not sure I would get to say this, and I am saying it with mixed feelings... But gold is back!! ( silver will lead, see stock picks below)
The only reason I say with mixed feelings is that I was so unsure whether this consolidation would ever break/turn nasty, I sold my core gold and silver holdings some time ago.
I commend all the silver / gold bugs who weathered the uncertainty. I could not personally. What I did was right for my situation, and I have no regrets. That said it's going to be hard to see some great companies fly after having sold them for a loss.
NEW CORE PM POSITIONS:
- GMR (Golden Rim Resources, 23% PM PF / 6% total portfolio weighting)
- CMB ( CMC metals, buying with GGD sale estimated 22% PM/5.82% TOT)
- MGG (Minaurum, 21%PM/5.58%)
- ABRA (Abrasilver, 18%/4.7%)
- KS ( Klondike Silver , 13% /3.36% )
LOOKING INTO:
ASM (avino)
SCZ (Santa cruz) + other Argentinian plays like PGDC
and others but I have 0 cash and do not expect to raise cash over the coming weeks...
The only reason I say with mixed feelings is that I was so unsure whether this consolidation would ever break/turn nasty, I sold my core gold and silver holdings some time ago.
I commend all the silver / gold bugs who weathered the uncertainty. I could not personally. What I did was right for my situation, and I have no regrets. That said it's going to be hard to see some great companies fly after having sold them for a loss.
NEW CORE PM POSITIONS:
- GMR (Golden Rim Resources, 23% PM PF / 6% total portfolio weighting)
- CMB ( CMC metals, buying with GGD sale estimated 22% PM/5.82% TOT)
- MGG (Minaurum, 21%PM/5.58%)
- ABRA (Abrasilver, 18%/4.7%)
- KS ( Klondike Silver , 13% /3.36% )
LOOKING INTO:
ASM (avino)
SCZ (Santa cruz) + other Argentinian plays like PGDC
and others but I have 0 cash and do not expect to raise cash over the coming weeks...
פרסומים קשורים
כתב ויתור
המידע והפרסומים אינם אמורים להיות, ואינם מהווים, עצות פיננסיות, השקעות, מסחר או סוגים אחרים של עצות או המלצות שסופקו או מאושרים על ידי TradingView. קרא עוד בתנאים וההגבלות.
פרסומים קשורים
כתב ויתור
המידע והפרסומים אינם אמורים להיות, ואינם מהווים, עצות פיננסיות, השקעות, מסחר או סוגים אחרים של עצות או המלצות שסופקו או מאושרים על ידי TradingView. קרא עוד בתנאים וההגבלות.