Top Five 2017

Top Five Portfolio

The price: US$50 (fifty US Dollars)

Top Five 2017

Similarly to 2016, a new portfolio consists of five picks.

Next, contrary to this year, I am going to be more active. It means that some rebalancing is possible. If I find a new and, in my opinion, a better company I am going to replace an old pick with this new one.

Now, what criteria do I use to decide whether a pick qualifies to my portfolio? Here they are:

  1. Only producers - My picks do not include any exploring company. Simply put, explorers are riskier than producers, and I want to limit risks as much as possible. What is more, these producers must hold at least two operating mines.
  2. Debt free - Debt is also risky, so my top companies hold either very small debt or even no debt at all.
  3. Low costs of production - My picks are low-cost producers. If I am wrong claiming that this bull cycle in gold is intact, low-cost producers should perform relatively better than other PM-related stocks. It means that losses incurred by investors should be relatively low.
  4. Catalysts - Looking for the best stocks, I am trying to find companies with some near-term catalysts defined as a big chance for a relevant increase in production, a possible acquisition or management change etc.
Now, an important message. The 2017 Top Five Portfolio is a paid service. It costs $50 (fifty US dollars). The payment is non-refundable.

What are you getting for this price? Let me list:

  • five stock picks (a 46-page report)
  • portfolio rebalancing (if I decide to replace an old pick with a new one you will get this new pick for free)
  • regular updates (at least one per quarter) - the updates should include my comments on financial results, operating results etc.
  • alerts - you will be notified if there is any important issue related to the stock pick
All these picks, comments, alerts etc. will be delivered through email (PDF file) to the subscribers

Simply put - you pay $50 and I am doing the job for you.

That's it. Quite simple I guess.

Last but not least. Because it is a paid service I will not comment on the new portfolio on this blog, Seeking Alpha etc. The picks or comments on them will be available only for paid subscribers. I do not allow to disclose the material delivered to the subscriber to any other parties.

Note: I am sending the Report shortly after receiving the payment. If any subscriber did not receive the Report within one day after sending the payment - please, let me know. Mail failures happen!

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