Entire Current Portfolio

Since a lot of people ask me about my portfolio I might as well just publish a complete list of the current names. The reason I don’t update the top 5 list anymore is because a) It can change in a heart beat and b) My top 5 positions might not necessarily reflect the top 5 picks. Eskay Mining is for example my largest position right now if I include the implied value of the warrants. I own these shares in physical form and I have no intention of selling them anytime soon. However, would I have such an obscene exposure to Eskay if I could buy/sell said shares easily? I’m not sure but most likely not. Don’t get me wrong, Eskay is probably in my top #3 right now when it comes to long term risk/reward but my current exposure is probably a bit extreme.

Anyway, here is my current Top #5:

• Eskay Mining
• Novo Resources
• Goliath Resources
• Kingfisher Metals
• White Rock Minerals / Austar Gold

… Again that doesn’t mean they are the five best risk/reward cases that I know of currently.

Rest of the portfolio…

Gold Portion (in no particular order):

• Lion One Metals
• Idaho Champion
• Cabral Gold
• Irving Resources
• NuLegacy Gold
• FireFox Gold
• Timberline Resources
• Southern Gold
• Prosper Gold
• Blue Thunder
• Ophir Gold
• Magna Gold
• Rokmaster Resources
• Glen Eagle
• Omai Gold Mines
• Enduro Metals
• White Gold Corp
• Kalamazoo Resources
• VanGold Mining
• Juggernaut Exploration
• Labrador Gold
• Signature Resources
• Tombill Mines
• Headwater Gold
• TriStar Gold
• Condor Resources
• Metals Creek
• New Found Gold
• Monarca Minerals
• Maritime Resources
• Altamira
• Montage Gold
• Strikepoint Gold
• Cartier Iron

Silver Portion (in no particular order):

• Dolly Varden Silver
• Defiance Silver
• Kuya Silver
• Golden Tag
• Mantaro
• Eloro Resources

Base Metal Portion (in no particular order):

• District Metals
• Alpha Exploration
• Inflection Resources
• Heatherdale Resources

Other

• Defense Metals

… I think I got all of them but I might have forgotten one or two.

Note: This is not investment advice!