By keeping our eyes peeled and ear to the ground, we are identifying themes early, whittling down our choices and then pulling the trigger. We even announced our latest ‘Social Unrest’ pick Smith & Wesson (SWBI) at the end of May and it has returned +77.61%. We remain long guns.
Teladoc (TDOC) was sourced from our ‘Telephone a Doctor’ idea has risen 70.68% in three months as people have been locked down at home. It seems so obvious now.
But it is the precious metals theme that leads the way. Five positions are invested in trusts that reflect the bullion prices, both large cap and small cap mining companies via ETFs and a multinational precious metals streaming company in Wheaton Precious Metals (WPM).
We are lining up another position to our portfolio, adding to our Precious Metal lineup as central banks worldwide continue to increase the money supply and ultimately devalue fiat currencies.
A newsletter to reveal this pick coming soon.