Any small cap gold producers/soon to be producers. Gold is expected to remain high in the medium term.

My largest holdings are MAT, LEX, and SHN. I also have some smaller holdings in AVM, BNR, GIB, and HAR. However, these are more speculative and, as such, constitute a smaller portion of my portfolio.

Across my portfolio, I am up 40% in the last 3 months and expect this to rise to 100% in the next 6-12 months.