Mining Portfolio – Reshuffling the Deck (October 20, 2016)

perseus

The recent sell-off in precious metals has caused me to rethink my strategy and reorient a portion of the holdings in my portfolio. Since the last update, I’ve made a series of fresh new moves, but I’ve held off from revealing them since I was still in the process of finalizing some things, and wanted

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Mining Portfolio – Reshuffling the Deck (October 12, 2016)

product_103_86_l

Well, as I always like to suggest to readers — I’m a pretty fluid investor who is more than ok with reshuffling the deck as market conditions change. Just last month, I was telling everyone how “overvalued” I thought many of the mid-tier gold/silver producers were, and how I was finding a

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Portfolio Update: Subtracting to My Lithium Position (September 21, 2016)

nemaska-lithium

So, nobody likes to admit to “trying to time the market”, but I will confess to attempting to do just that yesterday morning. As I mentioned in the last article, I had a strong hunch that the Fed would not raise interest rates. Because of that suspicion, I was rather keen on adding some

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Portfolio Update: Adding to My Silver Position (September 20, 2016)

Alexco

Just a quick update for readers this morning — I added to my position in Alexco Resource (AXU) yesterday, just ahead of today’s FOMC meeting, when everyone finds out whether or not we’ll be getting a rate hike this month (my guess is no way, Jose). I picked up

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Portfolio Update: Adding to My Best Ideas (September 09, 2016)

alicanto-minerals

Over the past few months, I had previously decided to only share my best new ideas with subscribers of this blog, along with my buy/sell orders. However, due to the profound increase of interest in both the precious metals (gold/silver) and clean energy (lithium/graphite/cobalt) space, lately, I’ve had to re-assess my stance on this…

In general, I first made the switch because I wanted to

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Portfolio Update: Adding to My Best Ideas (September 08, 2016)

Birimian

These days, I’m not much more than a “one trick pony”. As I have mentioned on numerous occasions, when it comes to investing ideas, there really aren’t that many things out there that I like right now… In the world of mining stocks, I feel like one of the best deals remaining is junior explorer, Birimian Limited (BGS.AX/EEYMF), which is primarily a

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Portfolio Update: Adding to My Best Ideas (September 01, 2016)

Birimian

When it comes to the markets, readers know full well that I think they are frequently wrong in the short-term. Rather than fixate so much on day-to-day price action, my preferred method of investing and speculating is to focus much more on the macro picture and

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