Investment Ideas: Newmont and Georgia Capital (!)
A complete barbell makeover today. Nice, safe boring mega cap gold miner Newmont and crazy risky Georgia Capital.
The gold leviathan that is Newmont
Over the last three years I’ve been buying shares in US gold mining leviathan Newmont. I’ve been pound cost averaging and in effect running a barbell approach. Most of my US portfolio is in growth oriented stocks – I’ll list all the portfolio constituents next week – but I also have some downside hedges. But each of the…
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