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 (+4,84 %) 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 (-0,82 %) with 15% in 2 weeks a solid start

$PMET (+0,24 %) 20% in the first two weeks also good

$MTM (+0,42 %) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (+2,51 %) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+8,04 %) so far + 53% and

$CDE (-1,89 %) + 24%.

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