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6as some of you here already know. These stocks have played a large part in the good performance of my portfolio.
Today, after $UUUU (-0.32%) , $MP (+3.04%) and $PPTA (-0.5%) with $MTM (+0.9%) the next stock cracked the 100% mark. It took a little longer here at 3 months, but I can live with that.
Today we are not talking about rare earths in the commodities sector. Yesterday, the USA declared silver a critical raw material. This will give an additional boost to companies active in this sector in the USA.
Before anyone asks me, no, I am currently invested in silver apart from a long derivative on silver and in $PPTA (-0.5%) I am not invested in this area.
Silver has been a "critical commodity" since yesterday. Specifically, the USA has placed silver, a classic precious metal, on the list of critical commodities for the first time. The list of critical minerals serves as a guide for the US government's strategy, capital deployment and approval procedures for domestic extraction, recycling and processing. The update is part of efforts to strengthen economic and national security by reducing dependence on foreign supply chains and accelerating production and innovation in the US.
The next value has reached the 100% mark. And again it is $PPTA (-0.5%) a commodity stock. With a buyin of €7.65, it is just under 110%. This is very good for a savings plan value, as the buyin increases monthly. I made my first investment at €3.60 in March 24 at the start of my project. Since then, the value has more than quadrupled.
As this is a savings plan, I am unfortunately unable to post the transaction here.
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 (+3.04%) 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 (-3.33%) with 15% in 2 weeks a solid start
$PMET (+3.16%) 20% in the first two weeks also good
$MTM (+0.9%) good start, today a setback of 9%, resulting in a loss of approx. 10%
$UUUU (-0.32%) with 8% + also after 2 weeks.
In addition, savings plans are still running $PPTA (-0.5%) so far + 53% and
$CDE (-1.6%) + 24%.
So I think commodities should not be missing from any portfolio as an admixture, and not just for dividend reasons.
I would like your help, especially those who have a custody account with Smartbroker or Scalable. I'm thinking of moving my securities account from Consors because the costs are really exorbitant. The only reason I still have it is because I have a few share savings plans there that are not tradable at TR and there are none at Flatex. I would therefore be very grateful if someone who is there could check for me whether they can be traded there as a savings plan and whether I can also transfer fractions. A sale and new purchase in a new custody account is out of the question due to the high costs. Specifically, it is about
Many thanks for your help. If you have any other suggestions for depots with other providers where this is possible at a reasonable price, I would also be interested in them.
$NAU (+0.27%) is a Canadian mining company that, similar to Perpetua Resources $PPTA (-0.5%) or Larvotto $LRV (-4.55%) in Australia, wants to mine gold and antimony. From what I've been able to find out, it all sounds very promising. Of course, very speculative, but in the current context also very profitable. Has anyone else looked into the subject of antimony, export restrictions and the companies mentioned and has an opinion?
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