
Transaction log
Feb 18, 2020 - Bought 1,400 @ $15.42 (21.59% wtg, reserves)
Nov 30, 2020 - Bought 100 @ $17.05 (1,500 shares, 21.07% wtg)
Jan 27, 2021 - Bought 100 @ $18.13 (1,600 shares, 21.81% wtg)
Jun 1, 2021 - Sold 100 @ $20.18 (1,500 shares, 18.71% wtg)
Feb 24, 2022 - Sold 100 @ $18.85 (1,400 shares, 16.20% wtg)
Mar 2, 2022 - Sold 100 @ $18.98 (1,300 shares, 15.54% wtg)
Feb 21, 2024 - Sold 200 @ $18.48 (1,100 shares, 12.76% wtg)
Oct 23, 2024 - Sold 100 @ $25.82 (1,000 shares, 13.51% wtg)
Dec 13, 2024 - Sold 100 @ $24.55 (900 shares, 11.74% wtg)
Sprott Physical Gold & Silver Trust
Location: Ottawa, Ontario, Canada (Royal Canadian Mint)
Adding Xiaomi, Atour Lifestyle Holdings and PDD Holdings. [trades]
200-store grocery chain Ingles Markets was right in the path of Helene, the deadliest inland hurricane in US history. Time to give it some love. [trades]
Time to go bargain hunting in Asia. Also adding to portfolio insurance ahead of Nvidia earnings after the close. [trades]
“It’s always darkest before the dawn.” Time to buy Russian stocks? [trades]
Russian oil stocks are as cheap as they've ever been... all while crude oil trades at $97/bbl. [trades]
Right now a lot of attention is on reopening plays while more defensive plays, e.g. grocery stores and discount retailers, are being neglected. Nice to have the company of noted value investor Charles Akre. [trades]
Speculation is off the charts, surpassing the 2000 dot-com bubble. On what planet is GameStop, a company heading towards banktuptcy, worth $21.7 billion? This will not end well. We're taking profits in some of our retailers which have rallied in sympathy. [trades]
Time for some minor rebalancing: trim American Eagle, add gold & silver. [trades]
In fact, the reports of its death by the financial press are largely exaggerated.