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Mo@BigMo
1Mo
The pieces of the puzzle are slowly coming together 😁
I've been long silver for some time with just under 3.5% of my portfolio.
There is still a lot of potential, especially if the 1980 and 2011 highs are broken 🚀
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Chris@Multibagger
1Mo
@BigMo I also think that silver will rise to 50$ by the end of the year
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Epi@Epi
1Mo
@BigMo Are you also leveraged in silver?
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Mo@BigMo
1Mo
@Epi No. My allocation is based on position size.
I expect quite a bit of downside volatility over the next few years until the ATH is surpassed.
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Epi@Epi
1Mo
@BigMo Clearly, an unleveraged variant is better in this scenario. However, there are also some downside risks with the USD. Have you actually hedged your silver position accordingly, e.g. via $ESVR?
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Mo@BigMo
1Mo
@Epi For that, I would have to believe in a consistent continuation of the EUR's great strength 😁
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Epi@Epi
1Mo
@BigMo No, you don't have to. It's enough if you believe in the USD cycle since 1970 and accordingly in USD weakness over the next few years. Trump wants that too and is currently doing a lot to achieve it. In my opinion, a weaker USD is much more likely than a stronger one. 😁
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Chris@Multibagger
1Mo
@Epi we will see prices between 1.25 and 1.30 next year at the latest.
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Epi@Epi
1Mo
@Multibagger I think so too. It will catch many US equity and gold investors on the wrong foot.
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Mo@BigMo
1Mo
@Epi So why don't you use EUR-hedged components in your portfolio?
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Mo@BigMo
1Mo
@Multibagger If you are both so sure, you can make a USDEUR short bet 😬
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