A good month for silver, gold, copper and miners (but not for SMRs)!

 I hold the following stocks and ETFs listed in the table below in my Trading 212 accounts.

The current price change (last column) is calculated using the overage price over approx. 30 days.

Coeur Mining CDE thus shows 29.9% gain over the average monthly price of CDE. It has in fact gone up 40% overall since a month ago.

By using the average price over the last month, it allows me to see if the price has been rising on average over the last month.

The safest play for silver miners would be the ETF SILG. 

The COPG ETF would be best for copper. 

It is thought that gold and silver may be approaching their zenith, but copper has quite a way to go yet. Many copper mines also recover gold too, so they get a double boost from the rising price of both copper and gold!

SMRs

I was quite keen on SMRs last year, but I am now beginning to go off them. I will still hold Uranium shares (e.g. NCLP, NUCG) but I will be looking to liquidate my pure SMR shares over the next few months.

The whole industry seems too young and unproven. It is difficult to pick winning SMR manufacturers at the moment and I am not at all convinced that it makes economic sense for governments except perhaps for military resilience use and maybe private data centers. Building large nuclear power plants seems to be far more economically viable for countries/governments.

I have an SMR Pie in my Trading 212 app. Here is the current status:

My £5k SMR Pie - currently -£18 down :-(

I will be looking to reduce or remove all the losers over the next few months and increase Cameco, Uranium Energy and particularly Siemens.