Portfolio Snapshot

Core:

• Novo Resources (banner sponsor)
• Irving Resources
• Lion One Metals (banner sponsor)
• Probe Metals
• Kalamazoo Resources 

Second tier:

• TriStar Gold (banner sponsor)
• Prime Mining (banner sponsor)
• Miramont Resources (banner sponsor)
• O3 Mining
• Valore Metals
• OceanaGold
• Premier Gold Mines
• Argonaut Gold
• Liberty Gold
• Mandalay Resources

Then I have multiple 0.1%-2% holdings (mostly sub $20 M MCAP) that are even more speculative like GFG Resources for example. I am more diversified in terms of position sizes than ever given the current chaotic environment we are in.

Note that I constantly re-balance my portfolio based on relative value and I might quickly drop an entire holding I find something that I think is even more undervalued.

Note: This is not investment advice. Always do your own due diligence.