In with it

as some of you here already know. These stocks have played a large part in the good performance of my portfolio.

Today, after $UUUU (+1,27%) , $MP (+4,3%) and $PPTA (+6,28%) with $MTM (+6,08%) the next stock cracked the 100% mark. It took a little longer here at 3 months, but I can live with that.

While Villariba is still washing up, the following shares are already celebrating:

$URA 52 week high

$UUUU (+1,27%) 52 weeks high

$SOFI (-1,83%) 52 weeks and ATH

$CPNG (-0,3%) 52 weeks high

$NU (+0,12%) 52 weeks and ATH

$RIOT (+6,46%) 52 weeks high

$BITF (+5,2%) 52 weeks high

Also close to 52-week highs:

$SE (+0%)

$SHOP (+6,92%)

$UEC (-2,36%)

Feel free to post more values here in the comments. There should be a few more that you might not have on your screen.

$UUUU (+1,27%)

Purchased 400x at ~€6.00

@Multibagger

Not quite such a nice entry price, but I'm happy - good thing I didn't listen to our hydrogen government back then 😅✌️

With $UUUU (+1,27%) . Has now become my best commodity stock. And that is by no means the end of the story. Compared to $CCO (+0,81%) , $UEC (-2,36%) they also have the advantage of producing rare earths in addition to uranium.

They are now up 150% since the end of June, i.e. 10 weeks. Such shares are what I look for in my strategy. I also like to hold them for longer.

#momentumstrategie

As promised, I have listed the monthly performance of the reported stocks.

I hope it will inspire you to find new companies.

And a little added value.

1 to 10

$ONDS (+5,41%) 172,70 %. $IREN (+10,01%) 79 %

$NB (+18,77%) 67,48 %. $LMND (+5,13%) 37,24 %

$BMNR (+1,26%) 28,85 %. $UUUU (+1,27%) 24,70 %

$NBIS (+5,14%) 23,64 %. $GILT (+0,86%) 22,64 %

$UNH (+2,93%) 20,74 % $VLA (+1,18%) 19,61 %.

$ETH (+2,3%) 19,05 %

10 to 20

$APP (-1,19%) 18,69 %. $RDDT (+5,59%) 18,41 %

$MP (+4,3%) 13,81 %. $HOT (+3,36%) 13,37 %.

$9868 (-4,7%) 13,18 %. $XPEV 12,87 %

$LOTB (-1,25%) 12,78 %. $CWCO (+0%) 11,76 %

$TUI1 (+1,23%) 9,41 %. $AHT (+2,16%) 7,66 %

Remainder

$PRY (-0,2%) 7,47 %. $MU (+3,05%) 6,82 %

$AAPL (+0,28%) 6,87 %

of a rare earth share

After $MP (+4,3%) also made it yesterday $UUUU (+1,27%) and added another one today. Here, too, it only took 2 months. But there is still more to come than the 120%. Even if there will be some profit-taking for the time being.

It's no longer a big secret that commodity stocks make up a large part of my portfolio, as I've often written posts about them.

Right now, the conflict between China and the USA is once again about rare earths for heavy magnets. Trump is threatening 200% tariffs if China does not deliver. One thing is clear: if China does not supply rare earths to the USA, everything in the automotive, technology and defense sectors will come to a standstill in a relatively short space of time. You could say that the 200% tariff would not generate any revenue for the USA, because China would no longer export anything there and, on the other hand, the US economy would come to a standstill in large parts.

I am therefore convinced that the US government will continue to do everything it can to reduce this dependency. The main beneficiaries of this will be

$MP (+4,3%)

$UUUU (+1,27%)

$A412UH USA Rare Earth Inc.

and also $LYC (+7,46%)

Trump's tariff threats fizzle out in China

Asia's stock markets were predominantly negative on Tuesday. While Japan, South Korea and Malaysia are down by up to 0.9%, other markets are little changed. Shenzhen even rose by 0.7 percent. China's stock markets are thus ignoring the latest threats from US President Trump. The previous evening, he threatened the country with tariffs of up to 200% if it did not supply magnetic building blocks made from 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 (+4,3%) 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 (+2,02%) with 15% in 2 weeks a solid start

$PMET (-0,73%) 20% in the first two weeks also good

$MTM (+6,08%) good start, today a setback of 9%, resulting in a loss of approx. 10%

$UUUU (+1,27%) with 8% + also after 2 weeks.

In addition, savings plans are still running $PPTA (+6,28%) so far + 53% and

$CDE (+1%) + 24%.

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

$UUUU (+1,27%) 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.