I sold much of my precious metal stocks this morning - all of GG, 80% of an oversized position in NG, all of AZK. Still holding small positions in GRS, SA and a bit of NG.
It has been an amazing year. I think it will be again, but the risk of holding more than a small core position is too great, in my opinion.
Still hold some copper/molydenum (TGB) and a pure molydenum play (GPXM) and a copper/zinc/silver explorer that is doing a feasibility study and mine plan now (MMGG). The rest of the PMs may be gone tomorrow.
CWPC is working pretty well. RSNRX and PBW round out my natural resource/energy holdings.
Sold the WFMI Frank recommeded a week or so ago. Thanks Frank, made a quick 15% on that.
