A week of records makes for a good week to dig into gold and silver mining disciplined investing plus some long views on uranium ![May29Trades.png](https://files.peakd.com/file/peakd-hive/carrinm/23zGsLfQ6f27icSyKGTc2mRxSnQaggNF8iFCCMNJaA4Bn9W68fgDJGHCGiqV6WZVxWzUU.png)

Portfolio News

In a week where S&P 500 rose 1.45% and Europe rose 0.62%, my pension portfolio rose 2.58%. Heavy lifting came from a few places - nuclear stocks in the big movers list, improving markets lifting sold puts (especially ITA), semiconductors in South Korea and Japan, a few select uranium movers also in the big movers list. Big movers of the week were Solis Minerals (SLM.AX) (41.2%), ASP Isotopes (ASPI) (40.2%), Cettire (CTT.AX) (34.3%), Power Minerals (PNN.AX) (30.4%), Tourism Holdings (THL.AX) (27.2%), Coronado Global Resources (CRN.AX) (25.6%), KMD Brands (KMD.AX) (24.5%), Nufarm (NUF.AX) (24%), TDK Corporation (6762.T) (21.9%), SK hynix (HY9H.F) (21.6%), Atha Energy Corp (SASK.V) (20.8%), Miramar Resources (M2R.AX) (20%), Kogan.com (KGN.AX) (19.4%), Bapcor (BAP.AX) (18.4%), American Pacific Mining Corp (USGD.CN) (18.2%), Haranga Resources (HAR.AX) (18.2%), Jaguar Uranium (JAGU) (17.5%), Fermi (FRMI) (16.7%), Genmin (GEN.AX) (16.7%), Dicker Data (DDR.AX) (16.5%), Metro Mining (MMI.AX) (16.1%), Cauldron Energy (CXU.AX) (15.9%), Forsys Metals (FSY.TO) (15.1%), CleanSpark (CLSK) (14.5%), Northern Minerals (NTU.AX) (14.3%), Vulcan Energy Resources (VUL.AX) (14.3%), Panther Metals (PNT.AX) (14.3%), DevEx Resources (DEV.AX) (13.9%), Atomic Eagle (AEU.AX) (13.9%), Hercules Metals (BIG.V) (13.8%), Stanmore Resources (SMR.AX) (13.6%), Frontier Nuclear and Minerals (FNUC) (13.2%), iShares MSCI South Korea ETF (EWY) (13.1%), Zinc of Ireland (ZMI.AX) (12.5%), AdAlta (1AD.AX) (12.5%), Lithium Universe (LU7.AX) (12.5%), Norwegian Cruise Line Holdings (NCLH) (12.5%), Web Travel Group (WEB.AX) (12.5%), Equinox Gold (EQX) (11.6%), Anfield Energy (AEC) (11.5%), NuScale Power Corporation (SMR) (11.1%), Skyharbour Resources (SYH.V) (10.5%), Global Atomic Corporation (GLO.TO) (10.4%), Viking Mines (VKA.AX) (10%) 44 stocks in the big movers list makes up for the slow week the week before. The big themes are well represented - from the top: alternate energy (8 stocks), nuclear (3 stocks), uranium (10 stocks), gold mining (5 stocks), rare earths (2 stocks). Interesting to see three travel stocks showing and the South Korea semiconductor moves. ![May29News.png](https://files.peakd.com/file/peakd-hive/carrinm/23u6X1AoDPZ8thHqnnqbG8PBFkt1oRUcgwtS2X8WDUkiJQYsgUojbZ8qos5Vvb9PunPEd.png) US markets went back to the tech trade especially led by semiconductors and there fabricators. There seemed to be records every 2nd day - never mind the on-off thoughts of the war. Last week of the month - time to review overall performance of the pension portfolio - rolling 37.67% is something to be happy about with S&P500 just under 30% ![May29Performance.png](https://files.peakd.com/file/peakd-hive/carrinm/23twAQEs7SK54AzjH6UKRYM3jwBTaAx7CRqyck55THCv8Ln5P9zidpJFHLkjY5txKbW3a.png) **Crypto Drifts** Bitcoin price kept on the drift lower finishing the week 4.2% lower than the open with a peak to trough range of 7.1%. Seems that the stock market highs sucked cash out of crypto markets ![May31BTC.png](https://files.peakd.com/file/peakd-hive/carrinm/23w3EnW5GAud1efwZ5Rhi9USHSnPgwdmtaVG19jGCKWLLrMVCKrbbBXb8rqPDBZqmpokM.png) Ethereum price tried to hold the support (green line) but failed finishing the week 4% lower than the open with a peak to trough range of 8.1% - so much the same. ![May31ETH.png](https://files.peakd.com/file/peakd-hive/carrinm/23w3EnW5GAucxokWE852eNazCwmzDHNco9wXByba2ba1Co4tbyyQvNTsznHt6nMtrNrfo.png) A pop in Binance Coin (BNB) after Van Eck launched a new Exchange Traded Product - this gives institutions access to trading the coin. ![May31BNB.png](https://files.peakd.com/file/peakd-hive/carrinm/23xAwa5XYJx4Pz9N5vwR6KboyhBpq5JR6asbMuErw2KrfLKoXhPPFMv9cdHnY3BhF7scX.png) https://www.tradingview.com/news/coinpedia:15fef2193094b:0-bnb-price-reclaims-670-after-vaneck-launch-can-bulls-trigger-a-big-breakout/ A pop in Stellar (XLM) after The Depository Trust & Clearing Corporation (DTCC) and the Stellar Development Foundation announced plans to connect DTCC’s tokenization service to the Stellar public blockchain, marking the first time DTC-custodied securities will live on a public chain. ![May31XLM.png](https://files.peakd.com/file/peakd-hive/carrinm/Ep3kAqC36vcBEztRseuUsT8c4MEoBq141SCTdb1jwWvNZTDZrRVyJiPgtucTe8kx6N6.png) https://www.dtcc.com/news/2026/may/27/tokenization-service-to-connect-with-stellar-public-blockchain-as-dtc-advances-multi-chain-strategy Injective Protocol (INJ) keeps its advance running with another 49% pop. ![May31INJ.png](https://files.peakd.com/file/peakd-hive/carrinm/23wXNvc4Nzru1Qyb8dkd6NQahD8qZ533pLQt9tCp3SqbBpQRHCakZYd8DNM5y7qzb7U4A.png) Pump and dump for Hive (HIVE) with a 61% pump giving away most of that ![May31HIVE.png](https://files.peakd.com/file/peakd-hive/carrinm/23wXQcVFSLCa9N4FuKtUjQYdVDpjpXsx9Krir439yEziuPpepRouby3qiMFqJ8FHjWZRZ.png) Algorand (ALGOBTC) gets another surge similar to the one seen two weeks ago - chart is showing a series of higher lows but not holding to a series of higher highs. ![May31ALGO.png](https://files.peakd.com/file/peakd-hive/carrinm/EoibaGeUwGoSHRk9bToJ382oYsYR7ieEb6W8ixLuVKxfoc92sMC5dccTf5ygze8gB81.png) **Nuclear Energy Holdings** Week saw only small auto-invest additions and a 4.9% increase in valuations - mostly on the last day of the week. ![May29NuclearChange.png](https://files.peakd.com/file/peakd-hive/carrinm/48PUohhS1esbuaVbCLMHCwkaDEYe71G1xmWmRezYR1mL2ZicgzfyKenKMrzaC6XH7h.png) One change in the ranking of the Top 10 with enCore Energy (EU) and Paladin Energy (PDN.AX) swapping places in slots 8 and 9. Share of portfolios rises 0.7 points to 31.6% - a tad high. Did watch an interview in the week suggesting that commodity holdings could deliver generational profits for the holders - just got to solve the war situation. ![May29Nuclear.png](https://files.peakd.com/file/peakd-hive/carrinm/EqfLCbk6byRpeuRYxiTewwosQppJ3K7nJwS4sUYgHykgv6X1gg5Pvm2mxkpaQHdyXtm.png) Holdings by Stage sees minor moves with the biggest 0.4 points drop in Physical and 0.4 points rise in Technology. ![May29NuclearbyStage.png](https://files.peakd.com/file/peakd-hive/carrinm/23vsqqLFSZEp6KxbtCvWod1c2kWLTW3HPi8bC1nsq6uxjgvDVUAHWaR9oYUozx8HL9Ufa.png) **Alternate Energy Holdings** One addition in lithium stocks and a tidy 4.6% increase in valuations ![May29LithiumChange.png](https://files.peakd.com/file/peakd-hive/carrinm/EogUB5b3rZ9Z6JxJd3uQEoRhW1tTVKvPZWQP35YP9DGJTUPUhowCeLT1AN6ocSMT17h.png) No change in the rankings of the Top 10 but a 0.7 point in share of top holding JKS. Share of portfolios rises 0.1 points to 5.2% ![May29Lithium.png](https://files.peakd.com/file/peakd-hive/carrinm/2458deSYxk5s4kUv1JjZv5TsKBLyide7LrrzXpCfZjgQ26V6etvHAZRMqrziV5ZXxLe4g.png) **Precious Metals Holdings** A few additions in gold and a silver ETF and a surprising 0.5% drop in valuations. ![May29PreciousChange.png](https://files.peakd.com/file/peakd-hive/carrinm/23vsojrKymwViK9jVaBH6NGJNz28qKfSfJcc5ChEbTiH7bxxrSifGmpzmnGDaRRjzZcHB.png) Mix of holdings sees one change in rankings with the addition to Amplify Junior Silver Miners ETF (SILJ) lifting it one place into slot 2. Share of top holding UBS ETRACS Silver Shares Covered Call ETN (SLVO) is down almost a point. Main change is an increase of the number of Others from 37 to 40. Share of portfolios rise 0.3 points to 11.1% ![May29Precious.png](https://files.peakd.com/file/peakd-hive/carrinm/245J2Hqf1Qf9FXghkaLsWB98sn6cE2n4znEgt1oMv6QedsaVnaMpCGyBPHG6kWDVgd1d1.png)

Bought

**Flagship Minerals** (FLG.AX): Gold Mining. Watched an interview with CEO, Paul Lock on Crux Investor. Lessons coming out of all these interviews - for junior gold mining companies look for those with 2 million ounces of gold. Tick - 2 million oz and a 10 year life of mine. ![May25FLG.png](https://files.peakd.com/file/peakd-hive/carrinm/23vsmkEQYaepYmzhDga384Ruk9gyrLgVyLYdcy1LJu7xFwmSgQVdrfLQUucyTuWPaJSNu.png) Look for proximal infrastructure - 3 majors are close by. Look for solid management team with two specific skills - geology and corporate financing. The CEO appears to have the corporate finance expertise and the Chief Geologist has 30 years experience in gold, silver and copper including in South America. The next key box is not to overpay especially in microcap investments - market cap per ounce is a common metric - enterprise value per ounce is the buzzword. At A$36 EV per ounce, Flagship is well below its ASX peers >A GOLD and COPPER company leading with its 2.1Moz Au Isidora Gold Project in the Maricunga Gold Belt, Chile. We focus on projects in well-established and infrastructure-rich mining regions which offer near-term low-capex and low-opex development opportunities. ![May25FLGPeers.png](https://files.peakd.com/file/peakd-hive/carrinm/23vsmxHKvM8ggJWwx4etRajwbPXhn3hqafGGsPvHusXSPwboEwvzaxJaV4R9atrPSqfBA.png) This is the key chart - notably portfolio is invested in only one more of these - the next one up Pilbara Gold (PGL.AX). There are a few more above the 2 million ounces level - maybe time to go shopping. **Harvest Technology Group** (HTG.AX): Software Applications. Next Investors idea ![May27HTG.png](https://files.peakd.com/file/peakd-hive/carrinm/244UxXXTZCiN7bZxzBzWoGjbD5jhri2YetYcf6Q3ahmSxcyZ35LohSsaZQ5AWXBuogAuq.png) >Nodestream™ is an ultra-resilient, low-bitrate streaming platform. Sustain real-time situational awareness over degraded and congested networks, anywhere on Earth. >Project Consilience will deliver an advanced feature set that fuses live asset visibility, high-reliability streaming, and real-time team collaboration so distributed forces share the same operational picture and act decisively anywhere, without switching systems Highlighted as a defense investment opportunity with the growing use of drones for warfare - keep the drone communication working no matter what jamming is done. Added a small parcel in personal portfolio. **Lithium Universe** (LU7.AX): Lithium. Company announced a second university technology licence - this time with the University of Edinburgh - to a breakthrough process that uses a simple, reusable organic diamide to selectively recover gold and copper from waste computers, phones, and circuit boards (e-waste). Added to holding in personal portfolio to average down entry cost. >Iggy Tan and the team at Lithium Universe (ASX: LU7) are on a mission to leverage their mineral processing expertise to develop bold, new technologies and infrastructure projects that are essential to the supply of critical materials, such as silver and lithium, for the transition to a circular energy economy. In one of the silver interviews this last week someone talked about the 3 sources of silver supply - silver mining, by product from other mining and recycling. Recycling for silver production is currently between 15 to 20% of total annual production. Recycling rates are higher when silver prices rise. Solid time to be invested in a business that is working flat out at doing that. Note: Not including this in Precious Metals holdings until there are solid production numbers slated. Went through a Michael Gentile interview covering his investing models for junior miners (principally gold). They are built into the discussion above BUT he did walk through a few of his current investments. He did say that he has been invested for a while and to be wary but the pull back in silver and gold since the Iran War started does give a window. First cut analysis was to compare current price to 52 week high - then buy a few of the cheapest. Here are a few **Amplify Junior Silver Miners ETF** (SILJ): Silver Mining. 28.7% off its 52 week high. Added in personal portfolio as a new holding there. Wrote covered call for 2.9% premium with 9.2% price coverage. **Wheaton Precious Metals Corp** (WPM): Gold/Silver Mining. 21.8% off its 52 week high. With price opening at $129.40 (May 27) put in place a December expiry 130/150/115 call spread risk reversal. This offers maximum profit potential of 173% for 15.9% price move. The sold put (115) fully funds the call spread premium with 11.1% price coverage. Breakeven should the sold put (115) be assigned is $111.34 and $126.34 should the bought call (130) be assigned. ![May27WPM.png](https://files.peakd.com/file/peakd-hive/carrinm/23tcNRVyjByjVvttGLHt5dunFWUzakcoL1J8vCL8fkMK4iEheiRr8aZD1gxz6Du5VPWtL.png) Let's look at the chart which shows the bought call (130) as a blue ray and the sold call (150) as a red ray and the sold put (115) as a dotted red ray with the expiry date the dotted green line on the right margin. Trade idea is simple really - trade up to the recent highs with the momentum of a blue arrow price scenario. The uncertainty is around the timing of the start of the move as it really hinges on the peace treaty discussions. What is certain is the margins in the gold and silver royalties held are better than the market is valuing. This also suggests that a better vehicle would be a risk reversal - do not cap the upside. I asked ChatGPT to assess its margins >WPM effectively represents: “the market’s ideal precious metals exposure vehicle.” That makes it a superb benchmark. When calibrating your juniors, the key question becomes: “How much of the risk discount can realistically disappear if this project succeeds?” That’s where the multibagger potential lives. **Ivanhoe Mines** (IVN.TO): Base Metals. 42% off its 52 week high. Added a small parcel in managed portfolio as a new holding. Wrote covered call for 1.6% premium with 14% price coverage. >The company explores gold, platinum, palladium, rhodium, nickel, copper, zinc, germanium, silver, and lead deposits. Its projects include the Kamoa-Kakula Copper Complex mine located in the Central African Copperbelt; the Kipushi Zinc mine in Southern Haut-Katanga Province, Democratic Republic of Congo; and the Platreef PGM-Nickel mine located in the Northern Limb of South Africa's Bushveld Igneous Complex. It also holds interest in the Western Foreland exploration project covering an area of approximately 2,390 square kilometers located in the Democratic Republic of Congo. **Silver Crown Royalties** (SCRI.NE): Silver Mining. 25% off its 52 week high. Michael Gentile idea - he is a key shareholder through their recent placement. Added parcels in managed portfolio and personal portfolio on successive days. ![May27SCRI.png](https://files.peakd.com/file/peakd-hive/carrinm/23x1YuhvWgVgiwgK3hj3eC7dN1k6xURSLvXJWGc33AowtGfTe7Rcm28uBCtraxwhhoRPd.png) He talked about the risk of micro-cap (C$115m) royalty companies - their cost of capital is too high to be competitive bidding for royalties. The company uses a different business model to stay away from the competitive end of the bidding. They look for royalties from projects where silver is only a small part of output (under 5% - e.g., for a gold or copper miner). In this way they give immediate value to the miner/developer ![May27SCRIMode.png](https://files.peakd.com/file/peakd-hive/carrinm/23wCWmxC36uuemLucujbwacR4NRnq67neRBP89CKq7pkQs24C82JJgVrwcsCumM3TSFLk.png) **American Pacific Mining Corp** (USGD.CN): Gold Mining. 45% off its 52 week high. Added a small parcel in managed portfolio as a new holding. >Advancing the flagship high-grade brownfields Madison Copper–Gold Project in Montana Numerous skarn and porphyry targets slated for drilling in 2026 aim to confirm source of high-grade past-production (up to 35% copper & 16.1 g/t gold) within broad mineralized system Portfolio of high-grade precious metals projects across key mining districts in Nevada Potential to be monetized through joint venture, option or sale, providing additional exposure to discovery **OR Royalties Inc** (OR): Gold/Silver Mining. 25% off its 52 week high. >OR Royalties holds a North American focused portfolio of over 195 royalties, streams and precious metal offtakes. OR Royalties Inc.’s portfolio is anchored by its cornerstone asset, a 3-5% net smelter return royalty on the Canadian Malartic Complex, one of Canada’s largest gold mines. With price opening at $35.88 (May 27) put in place a January 2027 expiry 40/55/35 call spread risk reversal. This offers maximum profit potential of 513% for 53% price move. The sold put (35) fully funds the call spread premium with 2.5% price coverage. Breakeven should the sold put (35) be assigned is $33.50 and $38.50 should the bought call (40) be assigned. ![May27OR.png](https://files.peakd.com/file/peakd-hive/carrinm/23tcP5TryRHhs2wa9xGi8KB6tYNmC33r6NL9At7R2B85FmVQmMyME5AQNarj4PbLrBUBh.png) Let's look at the chart which shows the bought call (40) as a blue ray and the sold call (55) as a red ray and the sold put (35) as a dotted red ray with the expiry date the dotted green line on the right margin. This trade is a bit more blue sky with the sold call (55) some way above recent highs. It looks like price will need more than the two blue arrow price scenarios to make a winning trade. Thise blue arrows come from the left hand run and are placed on 0.786 Fibonacci level. The sold put level (35) is a bit tight below the previous low - would have been better below the one before that. With a few mining royalty stocks in this week's trades, an interview with Jordan Rusche of Mining Stock Monkey stood out in a discussion of Altius Minerals (ALS.TO) and Royal Gold (RGLD) - both royalty companies. His view was royalty stocks give better leverage to gold price upside with less capital and operational risk. At the end of the interview, he answered a more general question on choosing a royalty investment between the two majors Franco-Nevada Corporation (FNV) and Wheaton Precious Metals Corp. (WPM). The charts tells the story below - what Jordan liked was more growth built into the Wheaton Precious Metals Corp (WPM) model - this chart shows that well ![may29WPMvsFNVgrowth.png](https://files.peakd.com/file/peakd-hive/carrinm/23tSyuksvFcmwKZbPxocZJRLKZxjj68NCbMJeU8vsF4W2odjdGrVepeHLWoZJ9me9hjeB.png) Now how does that look on the comparative charts. Have put the Top 6 royalty stocks from a Forbes article and mapped them to SPDR Gold Trust ETF (GLD) and also put in S&P 500 (SPY). A few telling lessons from the 2018 chart - Gold has done better than US markets by close to 100 points. WPM has outperformed Gold by 2.5 times ![May27GLDLong.png](https://files.peakd.com/file/peakd-hive/carrinm/23w3EVhAaKNScKpvDhFfb4DXvUt8iKJqCa31ZpYzvqzgfKssctupm6kyvpM6wgPUTEKcw.png) Coming into the start of the move upward in Gold from October 2022, the gap to S&P500 is 74 points and Wheaton Precious Metals Corp (WPM) has outperformed by 1.7 times and still the leader by some distance. Of note is only one of the Top 6 has under-performed S&P500 - problems in Panama for Franco-Nevada Corporation (FNV). The next vertical line on the right hand side is a key - the day before the Iran War - what has happened since? ![May27GLDMid.png](https://files.peakd.com/file/peakd-hive/carrinm/EoEwjCEHMAai6MVCeNBWfvhzUoWvqeuSmgNVdQxpKnJoMvLHZLJoWMPz4gf6Mhgt1sj.png) Note: the chart is now a daily chart. All but one of the Top 6 are under-performing gold and the one that is out-performing both gold and S&P500 is more than a gold/silver royalty business. Altius Minerals (ALS.TO) just wrapped up a major lithium royalty stream and lithium prices have doubled in the recent timeframe. The trades made this week in Wheaton Precious Metals Corp (WPM) and OR Royalties (OR) were predicated on some good ideas from a few interviews and backed up by the Jordan Rusche interview after the trades were made. Those words reinforced the instincts. ![May27GLDShort.png](https://files.peakd.com/file/peakd-hive/carrinm/23twA7Qkmxcrtre3YWQq6yvmcm8xHq9tJCmKr1kbNrRgT6h2ERzcbPXwxENNzW3Z8Rtv9.png) https://www.forbes.com/sites/greatspeculations/2026/04/20/the-top-10-gold-royalty-and-streaming-companies/ **SSR Mining** (SSRM): Gold Mining. With price opening at $29.44 (May 28) put in place a January 2027 expiry 30/25 ratio risk reversal. The ratioed sold puts (25) fully fund the call option premium with 15% price coverage. As the trade is open-ended and breakeven on the call option at $29, anything above $29 is a good outcome. Breakeven should the sold put (25) be assigned is $24. ![May28SSRM.png](https://files.peakd.com/file/peakd-hive/carrinm/23tcP5UHDoQAy1S2x9wLzDt3r9HQEEr5t2VJvGSeaQeYjkLAPx8Zy7oMWbDgfT3C1fHbb.png) Let's look at the chart which shows the bought call (30) as a blue ray and the sold put (25) as a dotted red ray with the expiry date the dotted green line on the right margin. Simple trade idea - price moves on a blue arrow (light or dark) price scenario anytime after the war story gets decided. The light blue scenario comes from earlier (off the chart). The dark blue comes from a run before the war started and has been shown to be a solid enough scenario three time since. Keep zig-zagging like that with higher lows will make a tidy profit. The sold put (25) is below the last higher low - may have been better on the one lower (say 23) **Uranium Royalty (UROY): Uranium. With price opening at $3.58 (May 28) put in place a January 2028 expiry 3.5/5.5/2.5 call spread risk reversal. This offers maximum profit potential of 304% for 54% price move. The sold put (2.5) fully funds the call spread premium with 29.8% price coverage. Breakeven should the sold put (2.5) be assigned is $2.29 and $3.29 should the bought call (40) be assigned. Trade size is too small - will scale in some way. ![May28UROY.png](https://files.peakd.com/file/peakd-hive/carrinm/23tcNs53qWTWd3Xh1io1bGydc3RY9CaFQp6BSfxgUkS8eppG7eruBNT6SvjyaajykWEUD.png) Let's look at the chart - focus on the big pink arrows - which shows the bought call (3.5) as a light blue ray and the sold call (5.5) as a light pink ray and the sold put (2.5) as a dashed light pink ray with the expiry date the dotted green line on the far right margin. First notable part compared to the other trade on the chart is the sold put (2.5) is well below price action - in fact below all prices seen since July 2025. The light blue arrows are clones of the existing dark blue arrows - get a series of those and this trade will hit the maximum before expiry. Any bigger move than that will clear the maximum even sooner.

Sold

**Tasmea** (TEA.AX): Engineering Services. Closed part of holding in personal portfolio at 52 week high for 72.8% profit since March 2026. Basically takes the profit out of the holding leaving the initial capital in place. Swiss Transparent Portfolio idea - they liked this - seems they were right. See [TIB801](https://mclnks.com/tib801) >In an Australian market facing a shortage of 90,000 skilled workers through 2028, the ability to source and mobilize labor at scale is a profound competitive advantage. Tasmea currently spends A$13 million annually on third-party labor hire at an 18% margin. By redirecting this spend to WorkPac (which they acquired in December 2025), the group captures those margins internally while utilizing WorkPac’s 1.5 million candidate database to onboard employees faster

ASX Portfolio

The segment reports trading in ASX fractional share portfolio. Trade entries are made based on stock screens looking for undervalued stocks (price to book, price earnings, price to sales) that are showing technical signs of breaking a downtrend. Exits are made at 35% profit or 25% if 52 week high is lower than 35% advance. New buys are in $500 lots. Scale ins and top ups in $250 lots **Auto-Invest for Grandkids** Seventh month running mini-ETF investment for my two granddaughters for $100 a month spread across a mix of uranium and rare earths stocks. Auto-invest programs carry no fees on entry - Orpheus Uranium Ltd (ORP.AX): Uranium. - American Uranium (AMU.AX): Uranium. - Dateline Resources (DTR.AX): Rare Earths. - Locksley Resources (LKY.AX): Rare Earths. - Lotus Resources (LOT.AX) - a pure uranium play. **Sold** **Vanguard MSCI Index International Shares ETF** (VGS.AX): International Index. Closed out portion of holding at 52 week high for 15.8% blended profit from auto-invest trades running for the nine months from October 2024.

Cryptocurrency

** ZCash** (ZEC) Following the big move the week before added a small holding. Could well be a FOMO trade but something is changing in this market segment ![May24ZECBTC.png](https://files.peakd.com/file/peakd-hive/carrinm/23t8CSNv24vgy25sXCLz7CjBK8rw2GHxAqMxnyk2CWHHxxXGucefEU4obNMNmzL9mffPZ.png)

Income Trades

**Covered Calls** Eleven covered calls written across three portfolios (US 9 Canada 2) **Naked Puts** Sold puts happy to own at lower prices - Amplify Junior Silver Miners ETF (SILJ): Silver Mining. Return 2.9% Coverage 1% - Aurora Cannabis Inc. (ACB.TO): Marijuana. Return xx% Coverage xx% - Agnico Eagle Mines Limited (AEM): Gold Mining. Return 3.7% Coverage 4.7% Sold puts on stocks that might get assigned on covered calls - Lloyds Banking Group plc (LLOY.L): UK Bank. Return 2.7% Coverage 1.5% - Rolls-Royce Holdings plc (RR.L): Aerospace/Defense. Return 4.3% Coverage 2.9% - Peabody Energy Corporation (BTU): Coal Mining. Return 4% Coverage 0% - ASP Isotopes Inc. (ASPI): Nuclear Technology. Return 6.4% Coverage 11.1% **Credit Spreads** No change Exercise risk is well within cash limits even after sending two months of pension payments away in pension portfolio. ![May29Spreads.png](https://files.peakd.com/file/peakd-hive/carrinm/23tHbP3h4uwKCjep7PiDHCcKGe1DFmShhUN2eHVSsprvZ2m1uTX8CtfzkJpDkbNu2cxAf.png)

Resources

**Cautions**: This is not financial advice. You need to consider your own financial position and take your own advice before you follow any of my ideas **Images**: I own the rights to use and edit the Buy Sell image. News headlines come from Google Search. All other images are created using my various trading and charting platforms. They are all my own work **Tickers**: I monitor my portfolios using Yahoo Finance. The ticker symbols used are Yahoo Finance tickers. Crypto tickers come from TradingView **Charts**: http://mymark.mx/TradingView - this is a free charting package. I have a Pro subscription to get access to real time forex prices **Investing**: Interactive Brokers provides comprehensive global markets coverage with very competitive commissions. Open an account to earn up to USD 1,000 in IBKR stock. https://mclnks.com/ibkr **Crypto Trading**: **Binance** offers a wide range of coins to trade, tight spreads and low fees if you use BNB to pay https://mymark.mx/Binance **Kucoin** offers a wider range of altcoins than many of the other exchanges. I do like to diversify my holdings in case an exchange gets knocked over. Grab 15% discount on your trades when you open an account on this link https://mclnks.com/kucoin15 **Gate.io** offers a solid range of coins many of which have been delisted elsewhere. Have chosen to share the commission rebates. 40% is the rate - split 30% for me and you get to keep 10% for any people you invite. https://mclnks.com/gateio **Tracking**: Keeping track of your crypto trades is a whole lot easier with CoinTracking.info. Get 10% off all your account upgrades https://mymark.mx/CoinTracking **Aus/NZ Investing** Sharesies provides low cost, fractional share investing for Australian and New Zealand residents covering stocks in those countries and US. Start investing with as little as $20 https://mclnks.com/shares May 25-29, 2026

Filecoin Miner Strike Faces Difficulties