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


  • 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


  • Western Alaska
  • Dolly Varden Silver
  • Eloro Resources

Nickel + PGMs

  • Magna Mining


  • Fireweed Metals
  • Osisko Metals


  • Pacific Ridge
  • Brixton Metals

Prospect Generators/Explorers

  • Kenorland Minerals
  • Headwater Gold


2 thoughts on “Example of a HODL-portfolio

  1. Jonathan says:

    Check out Bell Copper!

    1. admin says:

      I think I still own some Bell Copper

Leave a Reply

Your email address will not be published. Required fields are marked *

Name *
Email *