RE:FUND library updates top 10 in PME NAV at 3.23Glad to see Fund Library updated the holdings. I see the same list on Bloomberg but the percentages are somewhat different and they don't show the date for the holdings. Assume it is behind Fund Library.
As for holdings I also have XGD-T and ZJG-T ETF's. The former hold large-caps and the latter mid-caps though they call it a junior gold ETF. XGD holds KL and NGT while ZJG holds SSRM all of which were eliminated in the PME holdings. Yes PME will be more volatile with the smaller players. At the same time I have noticed lately that the bigger winners have been the smaller players. My XGD has been flat and ZJG has been better but not as good as PME which is by far the leader of all three. Go to bigcharts and punch in CA:XGD, CA:ZJG and CA:PME. PME is killing the other two. I love their new aggresiveness! Sure it is more risky but the small caps are on a tear right now. If I want more senior holdings I can buy more of the other two ETF'S.
I have some explorers only ( not mining co's ) like NXS-V. ELEF-TO, AOT-TO and CXO-V . They have done well but wish there was a speculative fund for the like of these as would prefer a fund to reduce the risk. Have to do your homework here. No fund to be found as far as I know?