Example Portfolio

Portfolio
A more conservative portfolio that I manage that is supposed to be “hand off”. In other words I don’t make adjustments more than perhaps once a month at most. The focus is on Margin of Safety and a long runway for growth although there are...
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Portfolio Update: Adds and Cuts

Portfolio
Action over the last two weeks New positions: Bitterroot Resources (re-entry) Avino Silver and Gold Mines (re-entry) Impact Silver (re-entry) Brixton Metals (re-entry) Americas Silver Corp (re-entry) Golden Arrow Resources Corp (re-entry) Klondex Mines Red Eagle Mining Almadex Minerals Aurvista Gold Corp Most new positions are...
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