Replies to post #6163 on Value Microcaps Junior Miners

[nutsaboutgolf2001]

Here's my portfolio as of today's close:

Base Metals: 22 % mainly associated with precious metals producers such as CS, EPM, AUN etc.

Precious Metals: 9 %, unloaded SGR today, tired of their continuous share issues. Probably dead money for a while.

Steel making metals: 12 % moly, iron ore, met coal.

Agri products (fertilizers etc): 6 %

Energy: 40 % (mainly oil related), also a proxy for precious metals as the two move in tandem.

Cash: 12 %