3Lun·

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 (+8,11 %) 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 (-0,2 %) with 15% in 2 weeks a solid start

$PMET (-2,04 %) 20% in the first two weeks also good

$MTM (-2,03 %) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (+3,07 %) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+7,49 %) so far + 53% and

$CDE (-3,57 %) + 24%.

So I think commodities should not be missing from any portfolio as an admixture, 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 Comentarios

Tenbagger2024@Tenbagger2024

3Lun

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

•

Investment_Inka@Investment_Inka

3Lun

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.

•

Mostrar respuesta

Mardo@Mardo8

3Lun

@Multibagger what do you think about Larvotto Resources?

••

Chris@Multibagger

3Lun

@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.

•