Example of a HODL-portfolio

Below is a list of junior miners focused on different metals, which brings diversification, that I think would make up a pretty low risk Commodities HODL-portfolio. Majority of names have resources on the books or at least they have a confirmed discovery or two. Only one pre-discovery micro cap company is included. A portfolio like this might not outperform a very risky portfolio but I would be very surprised if it does not greatly outperform lets say the GDXJ the next 3 years without any real trading. Note that I own shares of most companies and some are banner sponsors. Thus assume I am biased and do your own due diligence.

Ideal characteristics:

1. Margin of Safety
2. Long pipeline of potential growth
3. Skin in the game
4. Competent management team
5. Vote of confidence from larger company

Gold

• i-80 Gold
• Nevada King
• Lion One Metals
• Montage Gold
• Snowline Gold
• Banyan
• New Found Gold
• Mayfair Gold
• Goliath Resources
• 03 Mining
• Novo resources
• Red Pine Exploration

Silver

• Western Alaska
• Dolly Varden Silver
• Eloro Resources

Nickel + PGMs

• Magna Mining

Zinc

• Fireweed Metals
• Osisko Metals

Copper

• Pacific Ridge
• Brixton Metals

Prospect Generators/Explorers

• Kenorland Minerals
• Headwater Gold