Portfolio & Trades

Find our personal holdings on this page as well as our seven latest trades.


We post our paper holdings only, even though our portfolios also consists of a solid foundation in terms of physical gold and silver. This page was created as a tool to make it easier to follow our everyday moves and as a place to get new ideas and inspiration to do research on your own. Current portfolio in alphabetical order:

Our Main Portfolio
* Emblem Corp. (emc.v)
* Endeavour Mining (edv.to)
* Golden Arrow Resources (grg.v)
* K92 Mining (knt.v)
* Kirkland Lake Gold (kl.to)
* McEwen Mining (mux.to)
* Silver One Resources (sve.v)
* Silver Wheaton (slw.to)

High risk – High reward, a portfolio within the portfolio
(totalling max 10-12%)

* GulfSlope Energy (gspe)
* Hello Pal (cse: hp)

Latest Trades

* Bought KL @ ~6.57 (Dec 23)
* Return of KNT @ 0.92 (Dec 13)
* Bought SVE @ ~0.72 (Nov 30)
* Selling ~50% of our holdings in EDV, MUX, SLW and YRI today as discussed in letter # 668 (Nov 23)
* Sold trade position GRG @ ~0.685 (Nov 23)
* Bought GRG @ 0.66 (Nov 11)
* Bought SLW @ 24.50 (Nov 11)

Make sure to read our disclaimer as well as our About page before making any investment decicions.