Some time ago, there was a discussion about gold miner ETFs, in which the esteemed @Multibagger was involved. As an addition to my $EWG2 (+0,45%) - position, I have now decided to invest as well, as I generally want to weight gold more heavily in my portfolio.

Second purchase in the next few days. 😊

$GDXJ (-1,13%) is up 118% for me. I built up a 2.5% weighted position from 01.01.25 to 01.06.25, which now stands at 4%. $SGBS (+0,37%) my "gold share" is 7.5% instead of the targeted 5%.

I will probably have to rebalance it this year.

Now my questions

1) Let everything run for now? Everything is currently more than good on the chart. Then only rebalance at the end of the year.

2) Then consider at least increasing my ETC position, which will also be tax-free, to 5%. This would mean that 5% would actually be gold and the etf would be a lever, which could then be regarded more as a share/etf.

3) trim back to 2.5% gold ETC and 2.5% ETF and the rest in $VWRL (+0,11%) or $IWDA (+0,07%)

I wouldn't go so far as to say that the $GDXJ (-1,13%) is my core investment, but it broke the 100% mark today despite an ongoing savings plan and constantly rising buy-ins, even though I've only had it running since December 2024. The first shares are already up 200%.

Two months ago, I was delighted to receive my first Onebagger - gold.

Today I can be happy again - the 10k have been cracked 🥳

I bought my last gold several years ago. Since then, it's been gaining value by stubbornly "lying around". What more could you want 😁

Tomorrow there will be a final update on the Tenbagger community project. And then we'll see you again in the new year.

$IGLN (+0,35%)
$4GLD (+0,2%)
$GDXJ (-1,13%)
$SGLD (+0,13%)
$GLDA (+0,25%)
$GOLD
$GOLD (+13,04%)
$DE000EWG0LD1 (-0,27%)
$GOLD (-6,97%)

I have already been saving very successfully for 1 year with the $GDXJ (-1,13%) . Despite the sharp rise in buy-ins, the return is still around 80%. The first units are up 160% after 12 months. I will definitely keep it running, as I expect a further rise in gold and silver in the medium term, from which the junior mining operators will benefit disproportionately.

However, I am not so satisfied with the performance of the 2nd ETF. This is the $WBKN (-2,89%) . which has performed rather poorly with a return of 8%. As I also believe that the blockchain sector and the companies represented in it will perform below average, I am now considering investing in $A3Z7FC instead. I see a dramatic undersupply of copper over the next few years. The only thing I don't quite like is the 15% China allocation.

What do you think? I won't be adding a 3rd ETF savings plan, just for your information. So it's just a matter of swapping and if so, into which ETF?

Gold broke its previous all-time high of just over $4,400 today.

On that note, have a good start to the last full week of 2025 😌

$GLDA (+0,25%)
$GOLD
$4GLD (+0,2%)
$GOLD (+13,04%)
$GDXJ (-1,13%)
$GDXJ (-0,97%)
$EWG2 (+0,45%)