Hello Lazarus, on rare earths, many issues, amongst which sustainability of officialdom interventions in many domains, processing, de-indistrialization, re-industrialization, etc etc - am therefore not-in but watching, as whatever happens affects other stuff
(1) These days am laser-focused on below list of shares, for self and for coconut, jack, and the mrs and mom'a and in-laws' and ex-PA's portfolios, and no, the portfolios do not altogether duplicate each other as each should and does have different tolerance for risk (volatility) as at different stage of life therefore time horizon (i.e coconut's program meant to be good for 18 years before she needs to phase-change program that which she should be able to figure out for self, whereas Jack's is good for until he goes to college and go on from there), and each has different bag-size.
(2) About to deploy with and for the coconut as grandpa gave her a gift and I matched in cash, in lieu of stuff, and am thinking diamond-hand-LTBH HKEX 0388.hk (50%) per grandpa gift, and sprinkle of cash deployment into China Mobile 0941.hk (30%), plus smaller holdings of a sprinkle of listed shares for her to pay attention to, and to be positioned for progressive investments out of savings.
(3) Here be my allocation for mrs & I combined. Any more is a waste of time as far as I am concerned in so far as 'diversification' is concerned.
The shares held be as below (enter symbols here finance.yahoo.com )
HK-domiciled are BYD 1211.hk, Hua Hong 1347.hk, Shanghai Fudan 1385.hk, Wuxi Biologics 2269.hk, concord Healthcare 2453.hk, GLD 2840.hk, Zijin Mining 2899.hk, Jiangxi Copper 0358.hk, CATL 3750.hk, HKEX 0388.hk, Tencent 0700.hk, CNOOC 0883.hk, China Mobile 0941.hk, SMIC 0981.hk, Alibaba 9988.hk London domiciled is GBS.L (GLD but listed in London) NY-domiciled shares are AEM, BHP, CCJ, DRD, FNV, GDX, GDXJ, GLD, PAAS, RIO, SA, SBSW, SIL, SLV, TTWO (Jack's buy and hold until end-2026), VALE, XOM Cryptos are coingecko.com
BTC, ETH, PAXG, trading amongst the three to result in more PAXG The cash allocation is earning at rates between 8 - 18% per annum and occasionally 20% depending on market volatility by ways of laddered short-puts programming based / overlaying on above listed shares.
There are some PE interests I have on the book at -0- to feel participative.
Essentially Gold / Silver stuff, and HK-listed China / HK shares.
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