Wooowee! Yesterday I done went and bought me some $XAD6 (-10.22%) and $8PSE (+0.54%) for a real purty price! Yessir, I’m haulin’ in the good stuff now! Ka-chow… wait, no, that’s Lightning’s line. Ka-ching! That’s more like it! Hehe, I’m feelin’ richer than a pile of tractor tires in a junkyard gold mine! Giddyup, wallet—Mater’s investin’!
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Xtrackers Physical Silver ETC
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ISIN: DE000A1E0HS6
Ticker: XAD6
DE000A1E0HS6
XAD6
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Discussion about XAD6
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4
1Wk·
Inspiration/help wanted!
Dear getquin community,
I've been quietly reading along here for some time now and have really taken a lot from many of the posts. I am now facing a major decision myself and am really hoping for your opinions and experiences.
Briefly about me and my situation: I am in my mid-20s and have been investing privately for around ten years. Up to now, I have mainly bought individual shares or commodity ETCs when the right opportunities arose and held them for the long term. During my studies, investing was rather irregular, but this was perfectly sufficient for my goals at the time.
For some years now, I have been running a small company in the e-commerce sector together with a colleague. In the meantime, profits have accumulated there, most of which are currently sitting unused in accounts and losing value due to inflation. This is exactly what I want to change now.
My aim is to invest this capital sensibly in order to maintain purchasing power and, in the best case, achieve a solid return. To start with, we would like to invest around 200,000 euros.
My thoughts on the allocation so far are as follows:
- 30% in $XMME (-1.14%) (Emerging Markets ETF)
- 30% in $XDWD (-1.03%) (MSCI World)
- 20% in $XAD6 (-10.22%) (Physical Silver ETC)
- 20% in $XAD1 (+0.44%) (Physical Gold ETC)
As I have no experience with larger one-off investments within short periods of time, I would be very pleased to receive your feedback. I am particularly interested in the following points:
- What do you think of the basic allocation?
- Would you rather invest everything at once or take a staggered approach?
- Do you think a proportion of gold or silver makes sense at the current price level?
I would be grateful for any advice, criticism or suggestions for improvement. Thank you very much in advance for your time and input.
Love Grüße✌🏻
44
6 Comments
Darkwingduck@Darkwingduck
1Wk
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44
•Show answer
1Mon·
Why Copper isn’t an Immediate Kill Switch for Silver
The most common pushback against the bullish silver thesis is: “Don’t worry, solar will just switch from silver to copper.” How plausible is that?
Alexander Campbell (ex Head of Commodities at Bridgewater) frames it this way:
🔻Demand destruction threshold
• He puts the “break-even / where demand destruction even begins” around $134/oz (not a price target, but the level where the squeeze starts to bite).
⏳ The bottleneck is time (not money)
• Rough math: ~300 factories worldwide, ~1.5 years to convert each to copper plating, and ~60 factories/year parallel capacity --> ~4 years minimum to reach 50% copper adoption.
💸 Even if economics scream “do it”…
• Around $125/oz, payback drops below 1 year, but “deciding tomorrow” still doesn’t compress the industrial timeline (physics/operations > incentives)
🛠️ Not plug-and-play
• Switching to copper isn’t a simple input swap; it requires process/design changes, manufacturing workflow changes, and retraining/qualification.
🔁 The mix effect (PERC → TOPCon → HJT)
• While copper is discussed, the tech mix shift can increase silver intensity on average (he cites ~13.5 mg/W in 2025 vs ~15.2 mg/W in 2030).
✅ Bottom line
Copper may be the long-term “end state”, but it’s unlikely to be an immediate kill switch. Silver can move faster than the PV supply chain can retool.
https://www.campbellramble.ai/p/10-silver-days-of-christmas
$SSLN (-9.37%)
$SILG (-7.37%)
$PHAG (-9.65%)
$XAD6 (-10.22%)
$SIVR (-11.57%)
$SLV (-11.54%)
$SIL (-7.98%)
$SILJ
$PAAS (-8.26%)
$AG (+3.13%)
$EDR (-8.26%)
$SVM (-10.17%)
$MAG
$HL (-10.87%)
$SAMG
$AYA (-9.59%)
www.campbellramble.ai10 Silver Days of Christmas
33
2Mon·
🚫NO SILVER LEFT🚫
Rising industrial demand, rigid supply and a market in continuous deficit since 2020.
⚡ The photovoltaic boom isn’t slowing down: total silver demand is expected to reach between 48,000 and 54,000 tonnes per year, with the solar sector alone accounting for up to 40% of global consumption.
⚒️ On the supply side, 72% of silver is produced as a byproduct, and any new primary mine takes nearly a decade to come online. Supply elasticity is almost zero.
Even after factoring in more recycling and lower silver intensity per solar cell, the model shows that by 2030, supply would cover at best 70% of demand — leaving a gap that someone will have to fill… or that prices will eventually correct for.
https://www.sciencedirect.com/science/article/abs/pii/S0921344925004392
$SSLN (-9.37%)
$SILG (-7.37%)
$PHAG (-9.65%)
$XAD6 (-10.22%)
$SIVR (-11.57%)
$SLV (-11.54%)
$SIL (-7.98%)
$SILJ
$PAAS (-8.26%)
$AG (+3.13%)
$EDR (-8.26%)
$SVM (-10.17%)
$MAG
$HL (-10.87%)
$SAMG
$AYA (-9.59%)
55
2 Comments
Good point. Silver should also go up because gold has become ridiculously expensive.
You seem to look into mining companies. What makes minimg companies better that a direct investment in silver?
You seem to look into mining companies. What makes minimg companies better that a direct investment in silver?
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