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 (+1,54%) 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 (-3,95%) with 15% in 2 weeks a solid start

$PMET (+3,62%) 20% in the first two weeks also good

$MTM (+8,07%) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (-0,46%) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (-2,19%) so far + 53% and

$CDE (+3,2%) + 24%.

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

$UUUU (-0,46%) With its White Mesa Mill, Energy Fuels has a decisive competitive advantage and could benefit disproportionately from the rising uranium market in the future thanks to its almost unique position in the USA. In addition, it is debt-free and, besides vanadium, also active in rare earths pre-production.

Uranium trade thus ended for the time being 🚀

Momentum probably over. Found my conscience again. is like investing in coal mining. Earned - 12%

Pair of gains taken 🍾

Fuck nuclear power, everyone wants electricity. Nobody wants nuclear waste. Nuclear power is only so cheap because society cross-finances it.