Thomas Priestley @Tom1313: "𝗚𝗿𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗡𝗼𝘁𝗲 , 🌱 Briefly..."

United Kingdom

𝗚𝗿𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗡𝗼𝘁𝗲 , 🌱 Briefly summarizing what I’ve been up to this week; portfolio up +1.9%, +33% YTD. 𝗕𝘂𝘆𝘀 💰 $ALB (Albemarle Corporation) ⛏️ - Added again to the lithium miner. Also have a few limit orders in place if the price pulls back. Still like the materials space, with rate cuts and as a hedge, and many companies not following the market to ATHs. Sustained buying of precious metals, first $GOLD , then Silver and I think this will continue to trickle down. 𝗦𝗲𝗹𝗹𝘀 💸 $BE (Bloom Energy Corp) 🔋- Shares have been on an absolute tear lately after announcing partnerships to power AI data centers for $ORCL (Oracle Corporation) and $EQIX (Equinix Inc) . Sold some shares bought in January for +200%. Keeping our 2023 shares, +420%. 💪 13% cash. 𝗪𝗮𝘁𝗰𝗵𝗹𝗶𝘀𝘁 👀 $FCX (Freeport-McMoRan Inc) ⛏️ - Shares in the copper miner down after a landslide at one of their mines, that will see output at only 30% likely through mid-2026. Probably more interested in Zijin Mining due to reduced global copper supply and greater exposure to gold, although the price may have run away from us a little here to add to our shares. 📝 Keeping this brief to encourage it to become a more regular posting style. 𝗧𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗯𝗿𝗶𝗴𝗵𝘁, 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗴𝗿𝗲𝗲𝗻. 🌱 Thanks, have a great week, @Tom1313 ✌️ 🫶