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 (-7,2%) 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 (+5,09%) with 15% in 2 weeks a solid start
$PMET (+22,07%) 20% in the first two weeks also good
$MTM (-4,17%) good start, today a setback of 9%, resulting in a loss of approx. 10%
$UUUU (-2,67%) with 8% + also after 2 weeks.
In addition, savings plans are still running $PPTA (-0,68%) so far + 53% and
$CDE (+3,33%) + 24%.
So I think commodities should not be missing from any portfolio as an addition, and not just for dividend reasons.
