Mining Sector Ideas

[gfp927z]

Hedgebunny, For the Rare Earths ETF (REMX), those figures are the percentages within the ETF of each of its 10 largest holdings. So added together, those 10 stocks represent approx 72% of the entire ETF. They have a good amount of the ETF in Lithium plays, which looks like a good growth area considering the growing electric car market. The Rare Earth ETF seems like a good way to play the overall sector, and the chart finally turned up last year after many years of erosion. I had just about forgotten about the sector, but it bottomed in early 2016 and has doubled off the bottom.

For the Gold Miners ETFs (GDX, GDXJ) I put the dividend payout for each stock over on the right. I was considering using some gold stocks as a dividend/income play, but seeing their low dividend rates I decided to use other sectors for dividends, like REITS and utilities. The Gold Miners I have as an additional 'disaster' hedge (insurance) to supplement the physical gold/silver in my portfolio.