The NUCG ETF seems to be performing well. Almost 100% gain in one year (45% YTD).
I bought £2k-worth on T212 16th June 2025 and I am so far up about 12%.
See below for 2nd hot tip (500% gain in 1 year)
I bought this to hold long-term and so I was rather pleased that it is rising so quickly. I am not sure if it represents a good buy today, but it has gained 17% in the last month and is not plateauing yet AFAICT.
Holdings are spread between mainly Canada, USA and Japan 1/3 each so it does give some Fx rate diversity too.
One holding is the NuScale Power SMR producer (SMR) which has gained 158% in 3 months and another is Cameco Corp (CCJ) a Uranium producer which has gained almost 60% in the last 3 months.
Please do your own research before investing - this is not investment advice!
NUCG
Other tips
My 2nd hot tip is MP Materials (MP) which has gained 180% in 3 months and 117% in one month...
MP do rare earth mining and processing headquartered in Nevada and no doubt boosted by Trump and import tariffs.
Either WREE or REGB ETFs may well prove a good investment in this sector...
Gold and Silver Miners have shown good growth (up to 68% YTD) this year and unlike crypto, gold and silver are useful and are in limited supply!
DMAG has large China holdings. These ETFs may be strongly affected by USA import tariffs but they can always export to other countries besides the USA. I now tend to avoid mining stocks (having been badly bitten several times in the past!) however DMAG does appeal to me so I have bought them today. Their targeted materials include, among others, rare earth materials, manganese, lithium, cobalt and carbon fibre.
Silver is being tipped a lot recently as well as gold, so SILG and ESGP also look attractive in these turbulent times but will I get bitten again if I buy these and end up slapping my own face as usual by buying mining stocks? I am holding off for now.
AMD is down 5% today as it seems their results were not good enough for short-term traders, so I have topped up my portfolio to get the 5% discount.
Due to Tesla's not doing too well in the auto-drive arena compared to Waymo, I have invested £500 in AEye (LIDR) who specialise in LIDAR systems for vehicle autonomy. The share price spiked 500% at the end of July (tie up with nVidia) but has now settled back a bit after the short-term investors took profits. I seem to have bought just at the peak (!) so I now have a 50% uncrystalised loss on this one. Not one of my better timed moves, but I believe using LIDAR in vehicles will improve safety even when not driving autonomously and Tesla (camera-only) cars will eventually kill too many people and will be limited to fair-weather driving conditions and so not pass official tests.
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