SSRM, Wesdome, Pan American, B2Gold, Alamos Gold, Sandstorm.

Explorer co/dev: Minera Alamos, Corvus Gold, SilverCrest, Integra Resources, Marathon Gold, Rio2.

Anchors: Kirkland, Franco-Nevada, Royal Gold, Newmont, Barrick.

GDX/GDXJ trading trend when necessary.

Playbook.

Some really nice gems I’ve missed, like Teranga, KNT and Mako. My stubborn self kept me from taking advantage of Teranga even after being pitched many times. I trade a bunch of names opportunistically. Matrix is very fluid, try to keep turnover within reason on high conviction.