Strategic Materials

[gfp927z]

Re-post - >>> I spent the first half of 2023 selling most of my individual holdings with the expectation of a substantial correction; obviously wrong. After the recent run I don't have much conviction for individual issues, I'm happy to collect interest payment and wait. I do like some miners, lithium and copper, but the recent bump in price combined with the negative opinions of near term potential keep me watching. I do still have a stake in Pilbara Minerals bought in late 2020 and early 2021. I like PKX, ALB, PILBF, FCX and SCCO, but not until they drop back below their recent lows. I do like semiconductors, but not at these elevated prices. It's a harder space for me to pick winners so I prefer using SMH. Again, there would need to be a substantial correction to make them attractive. As I age I become more willing to wait, watch and collect interest payments.

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