Post by
yanncivilis on Oct 13, 2021 3:02pm
Ideas
Gents,
What are you top 5 investment ideas (trading or investing, don't really care)?
Last year, I had Ferroglobe, Ivanhoe, Cameco, NCU, Glencore, Trevali, Frontier Lithium among other things. I used to have other copper stocks like Amerigo or Taseko 24 months ago which I sold too soon but it is what it is.
Now I still have Glencore, sold Cameco too soon, out of Ferroglobe, went back into Trevali at 17 cents, thinking about getting back into Frontier Lithium, went back into NCU during the drop, Largo Resources at 13 cents, 5 N plus at 2.7. I have a concentrated portfolio of 5-7 stocks at all time. GDX and gold stocks seem to be breaking out (I do more technical trading and elliott wave because gold is more sentiment than fundamentals in my views). I'm keen to go into Fortescue in the next 3-6 months when iron ore price dump settles.
Comment by
TomsStockHut on Oct 13, 2021 3:29pm
thxfor sharing, appreciate Tom
Comment by
westcoast1000 on Oct 13, 2021 3:38pm
Thanks yanni. Do you think that the big cap companies stll have room to grow as opposed to something like NCU which is all about growth after its near tanking? All the best. WC