Monthly Portfolio Review, June 2024
Excellent month, more fun coming
Has a legit commodities bull market begun? Maybe. Check out these copper and silver charts:
Meanwhile, gold held above $2300/oz in May, which (at long last) boosted the mining stocks:
Copper miners have now joined their uranium counterparts in the “up strongly” category, physical ETFs are big recent winners, and (despite a modest month-end retracement) most gold/silver miner ETFs have recently made double-digit percentage gains. To capitalize on these trends, see our Five-Stock Portfolios here:
Five-Stock Portfolio #1: Physical ETFs
Five-Stock Portfolio #2: Energy
Five-Stock Portfolio #3: Large Cap Royalty/Streamers
Five-Stock Portfolio #4: Takeover Candidate Royalty Companies