5min chapter

Mining Stock Education cover image

How to Navigate a Resource Portfolio through a Bear Market with Fund Manager Matt Geiger

Mining Stock Education

CHAPTER

Precious Metals - What's Your Commodity Deployment?

Altius minerals is around 20% weighted towards gold, 15% for- And that's down from 50% if I recall, because I remember doing an interview with you where you had 50%, were you? Yeah. In late 2020, kind of right after that major precious metals run up from the March 2020 COVID lows through late 2020, we were up to 50%. So that that would include silver as well. That made a decision at that point to hold off on any additional gold and silver investments, which in hindsight was a good decision. We have Ag minerals, phosphate and pot ash at around 5% each. Did you get into those before the run up the last couple of years

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