Big Portfolio Changes Made Today
January 30, 2024
Today I decided to sell out of SILJ after the fund was changed over to Amplify funds from the ETFMG managers it had before. I didn’t like their new portfolio as much, so I put the proceeds from the SILJ into a basket of 16 individual miners I prefer and some PSLV, the physical silver etf managed by Sprott, Inc. Many of the miners I bought have been mentioned here in articles over the last year, but some are new.
I equal-weighted the following names, HL, CDE, EQX, FSM, PAAS, SBSW, SVM, DSVSF, SILV, AYA.TO, ORLA, GLGDF, EXK, JAGGF, GATO, and DV.TO plus the PSLV. I will add to these positions into declines, and might buy some new names if the opportunity presents. I have some other junior explorers/producers I did not add to today, like NSRPF, MGMLF, and IRVRF, but I want to stay focused on the mid-cap producers at this point.