John Rubino's Substack

John Rubino's Substack

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John Rubino's Substack
Portfolio Success Stories: Different Paths to Decent Gains
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Portfolio Success Stories: Different Paths to Decent Gains

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John Rubino
Jan 16, 2025
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John Rubino's Substack
John Rubino's Substack
Portfolio Success Stories: Different Paths to Decent Gains
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As a group, the royalty/streaming stocks have done okay, but not nearly as well as they should have in a gold bull market. Still, some have done better than others, and understanding why they’re succeeding is helpful for picking winners going forward.

The following two royalty stocks are up, while traveling very different paths to get there. One overcame a couple of painful missteps to get back on track, while the other has generated consistent growth for the past five years, though at the cost of some current risk.

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