New Found Gold Corp V.NFG

growth

[likeike]

 

Example portfolio I am putting together for a friend of mine. Note that it is focused on growth and is very diversified. I own all of these and many are banner sponsors so consider me biased and do your own due diligence.

1. Eskay Mining
2. Eloro Resources
3. Goliath Resources
4. New Found Gold
5. Novo Resources
6. Mantaro Precious Metals
7. Blackwolf Copper & Gold
8. E2Gold
9. Burin Gold
10. Cassiar Gold
11. Cabral Gold
12. District Metals
13. FireFox Gold
14. Irving Resources
15. Headwater Gold
16. Lion One Metals
17. Snowline Gold
18. Red Pine Exploration
19. Goldshore Resources
20. Mayfair Gold
21. Gold Line Resources
22. Labrador Gold
23. Metals Creek Resources
24. Dolly Varden Silver
25. Norther Superior
26. Timberline Resources
27. Rokmaster Resources
28. Ophir Gold
29. White Gold Corp
30. Grande Portage Resources
31. StrikePoint Gold

Assumptions: Same % of portfolio in each company

Comments:

All of the above have at least a “discovery hole” so there is no question if whatever company has something to continue working on. In other words none of the companies are pure grassroot exploration cases. Personally I expect every single one of the companies above to have more ounces every year going forward.

Majority of companies are in tier #1 jurisdictions (Canada and Nevada).

Some companies have Margin of Safety in terms of a resource.

Most companies have good to great blue sky potential and could theoretically be growing for many years to come.

All of the companies have, in my opinion, multi bagger potential.

Closing Thoughts:

I do not think now is the time to have an overly concentrated portfolio. Most of the juniors listed are in my opinion so cheap that they should go up 100%-200% from here to be even close to fair value (there are exceptions, especially the hyper growth stories which are pricing in more potential).

I would be very surprised if this example portfolio does not beat the GDXJ handedly over a 1-2 year period going forward. I expect some to go up 100%, some to go up >300%, and some to even be down despite them being undervalued today (s happens). On average I am expecting a portfolio return from simply sitting on ones hands of say 200% within 12-24 months.

There can certainly be a few underperformers but I expect the ones who will “outperform” to cover them.

 

[likeike]

Headless Horseman thinks he should beat GDXJ  I see it as QH against GDXJ IKE

[joebar58]

Ike that's a lot of stocks, if one doesn't have the cash to invest in most of them could you narrow it down to 5 to 10 that you prefer. I'm not a millionaire yet lol

[peschenlo]

too many!!! miss DSV. put NFG on top. merry Xmas to all from good old Germany without any snow in region where we live.