Since dear @SAUgut77 nominated me, here are my #grüneostern .

YTD is a small minus of 1.5%, in TTWROR even a small plus of 0.5%.

I slimmed down my portfolio quite a bit in the first few months of 2025 and the "crash" came in quite handy, even if I was very cautious.

I'm still staying away from big tech and somehow even the sale doesn't make the stocks palatable to me.

What I find really interesting at the moment $WPM (-2,48 %) and other gold royalty companies. But also $BN (+1,97 %) smiles at me.

Otherwise, I'm looking forward to the $PM (+0,75 %) earnings (of course I'll have a great post about that)

So I'm completely satisfied.

I think most people have already been nominated and to be honest I can only think of the @ of @RealMichaelScott comes to mind

Expansion of the existing position after yesterday's price decline.

Share of mining companies ($GLEN (-4,8 %)
$AAL (-1,32 %)
$WPM (-2,48 %) ) in the overall portfolio is now just under 6%.

Just before AZH!

Wheaton $WPM (-2,48 %)

What I find good here ?

In my view, streaming companies have a lower risk than pure mine operators in terms of cost problems, personnel or or ...

Gold is also mined at Wheaton, silver is now increasingly in demand in the market worldwide as a hedge.

In addition, silver is used in countless industries, including strongly in renewable energies.

Canadian mining company Wheaton Precious Metals (formerly Silver Wheaton Corporation) is one of the largest silver streaming companies in the world. The company holds an extensive asset portfolio in silver and precious metals streaming. Key mines from which the Company sources silver, gold and precious metals are Barrick's Pascua-Lama project, Hudbay's flagship 777 mine and the Constancia project. The company's head office is in Vancouver.

Source: Facunda financial data GmbH Less

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Enclosed My Portfolio at Wiki

https://www.wikifolio.com/de/de/w/wf66zzzzzz

Gold speculation