May. 6 at 10:09 AM
$SBSW $ANGPY $IMPUY
I would love to see platinum make its move to
$3,000 in H1 2026.
Weaker energy should allow my mining positions to make their next run higher.
That includes all miners, not just platinum miners.
Going to trim RIO, SBSW, ATLX, NK-Imerys and possibly eliminate BHP.
NAK at
$3 and it gets cut in half.
That should get my mining positions down from 52% to the 25-30% range.
As energy falls, I will initiate a few new oil/gas positions and continue scaling into a few existing positions.
During this process, continue increasing my fixed income and work on accumulating more food producers and initiating a few utilities during the summer.
As I trim, I’m not swapping straight into other equities.
I’m going to build my SGOV position up to 10% portfolio weight and watch the market for the summer.
I will still get 3.9% while I wait for better entry points.
$XOP $SGOV