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1Mês

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

1Mês

@BigMo I also think that silver will rise to 50$ by the end of the year

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Epi@Epi

1Mês

@BigMo Are you also leveraged in silver?

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Mo@BigMo

1Mês

@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

1Mês

@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

1Mês

@Epi For that, I would have to believe in a consistent continuation of the EUR's great strength 😁

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Epi@Epi

1Mês

@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

1Mês

@Epi we will see prices between 1.25 and 1.30 next year at the latest.

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Epi@Epi

1Mês

@Multibagger I think so too. It will catch many US equity and gold investors on the wrong foot.

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Mo@BigMo

1Mês

@Epi So why don't you use EUR-hedged components in your portfolio?

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Mo@BigMo

1Mês

@Multibagger If you are both so sure, you can make a USDEUR short bet 😬

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