1Mon·

Rare earths

After I posted again last week about commodities in general and rare earths in particular, I would like to take stock of the stocks I have in my portfolio today.

$MP (-3.33%) The next stage is being ignited again today. This is the largest position in this area, as a savings plan is running there. So far + 65%

https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3T70NZ:0/

$SCZ (+3.58%) with 15% in 2 weeks a solid start

$PMET (-2%) 20% in the first two weeks also good

$MTM (-0.23%) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (-1.59%) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+2.06%) so far + 53% and

$CDE (+4.84%) + 24%.

So I think commodities should not be missing from any portfolio as an addition, and not just for dividend reasons.

de.tradingview.comMP Materials besiegelt Mega-Deal über Seltene Erden mit den USA, um Chinas Einfluss zu brechen

5 Comments

Tenbagger2024@Tenbagger2024

1Mon

My dear friend had a good nose.
Here I was hoping for an agreement with China and no longer dared to enter the market. 😭😭

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Investment_Inka@Investment_Inka

1Mon

After the agreement with China, I sold 1/4 of my position at $MP, including profits. I wanted to get back in after a bottom had formed, because you can't go wrong here in the long term.

In hindsight, it was a mistake, but at least I hadn't sold everything. Getting back in now will be difficult.

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Investment_Inka@Investment_Inka

1Mon

@Investment_Inka @Multibagger Congratulations on your good hand, especially as the largest position in this area. That was a real rocket launch today. At +17% I thought about adding to the position in the short term, but didn't because I've often managed to add to it at the high. Difficult to judge without information at the time.

It still seems best to simply hold on and watch the returns melt away again for a while. I hope I learn this in my first year on the stock market. I already had a moment like that at $RHM that cost me +100% in returns.

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Mardo@Mardo8

1Mon

@Multibagger what do you think about Larvotto Resources?

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Chris@Multibagger

1Mon

@Mardo8 I generally don't say anything about values that I haven't dealt with. This is one of them so far. I'll take a look at it when I have time. I don't mean any offense, but being all-knowing doesn't help anyone.

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