This is a short summary of my 2020 performance and industry contribution from various industries during the year.
Portfolio Update 30/11/2020
This post contains the regular model portfolio update on November activity, performance, and the portfolio allocation. It also includes some commentary on GoGold, Sprott, and Argonaut Gold.
Q3-2020 Valuations for Precious Metals Mining
This short post highlights the current valuation for a few different segments of the precious metals industry.
Another Q3-2020 Reporting Season Update
This is a short earnings season update on Sprott, DHT, and Teekay Tankers that have reported during this week.
Q3-2020 Reporting Season Update
This is a short post which covers my main takeaways from the holding companies that have reported so far this quarter.
Portfolio Update 31/10/2020
The post contains the regular model portfolio update on activity, performance, and allocation. Also some comments on various holdings.
U.S. Fiscal Situation Simplified
As the fiscal year came to an end in September, this short post highlights how extreme the U.S. fiscal situation has become.
Q4 Milestones
A short blog post which highlights some Q4 milestones, which has the potential to be consequential for the various portfolio holdings.
Portfolio Update 30/09/2020
This post contains the regular model portfolio update on September activity, performance, and the portfolio allocation.
A Short Argonaut Gold Update
This is a short investment update on Argonaut Gold and what to expect over the next few years as production is expected to grow with Magino.