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Sold $GLD and $GDX, soliciting new ideas!
GLD: +10.6% (March-2020 to Feb 2021)
GDX: -3.9% (May-2020 to Feb 2021)
Total Gold allocation performance: +7.5% in <1 year

I decided to sell most of my gold holdings to free up some cash to re-allocate into equities. Thinking is that I don't need to be so risk-averse, and I'm willing to spend some time to research and find a company at a discount.

This freed up ~5% of my portfolio so taking any and all risky bets, including crypto. Please feel free to make suggestions :)

On my to-research list: NYT, MTCH, more AMAT, more MNST, BTC/ETH

I probably only have time to do 1-2; please give ideas!

Steven Xu's avatar
$32.4MFollowers
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