Marek Mackanic @MarekMackanic: "Gold, Silver & Miners: A..."

Slovakia

Gold, Silver & Miners: A Quick Look at Portfolio Performance 2026 performance is so far in green territory despite all the volatility and pullbacks among majority of the sectors. $SILVER reclaimed the 80‑dollar level and $GOLD recently touched the 5,000‑dollar mark, and many of our mining companies reported strong Q4 earnings. Maybe you are asking, do I think it’s over for silver and gold? No, I don’t. I still believe we will see much higher prices in the coming years, even though it may take several months to recover and reach new all‑time highs from the current position for Silver and GOLD. This violent pullback is typical for commodities. Prices—especially silver's price ran up too quickly and it was broadly expected among investors. The market is now indecisive and we need to wait to have a better clue what will be the next major move. The mining companies will continue to generate substantial cashflow even if silver and gold prices consolidate around current levels. They may even make new highs before silver and gold moves up to fresh new ATHs and we can see one already in Agnico Eagle mines. $AEM (Agnico Eagle Mines Ltd) just made a new all time high today and we could see more of our miners follow this trajectory. What I will do next? Well, it depends. I may occasionally take partial profits in the miners when prices continue to move higher. Lastly I added a new company into the portfolio $FANG (Diamondback Energy Inc) and slightly increased exposure in the energy sector. The position is slightly in profit already. Have a great weekend.

Not investment advice. The author may have financial interests in the mentioned instruments.

4 Mentioned

SILVER

GOLD

AEM

Agnico Eagle Mines Ltd

FANG

Diamondback Energy Inc

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