Silver Santa

#JUNIOR Portfolio 2026 March 13   + Performance + Since 1 Week: -6.9% + Since 1 Month: -5.9% + Since 1 January: -2.0% + During 2020: -27.4% + During 2021: +32.1% + During 2022: +41.6% + During 2023: +78.0% + During 2024: +12.6% + During 2025: +258.4% + During 2026: -2.0% + Since 2020: +855.3% + Since 2021: +1216.7% + Since 2022: +896.4% + Since 2023: +603.6% + Since 2024: +295.4% + Since 2025: +251.2% + Since 2026: -2.0% + Averages + Average AAGR: +56.2% + Compounded CAGR: +38.0% + 1-Week Best + AVN: +84.3% + SBMI: +13.3% + TAL: +8.0% + 1-Month Best + AVN: +123.8% + PER: +60.9% + FRED: +52.9% + TAL: +35.0% + SBMI: +15.9% + ORV: +6.5%

Added to APGO, PER, FRED, GRSL, OMI, CKG, TUD, SSV, EQTY, ELO, AGMR, SAM, EXN, JAG, MKO. This level is cheap enough for me, knowing the current macro.

@WrongVery1968 Yeah I think war will end. West is off ramping. Getting too costly, and out of weapons.

@Silver__Santa You said you “had a feeling” last week it would be like 2020, then you’re buying a week later? What doesn’t feel like 2020 right now? youtu.be/q4kWgtIplmA?is…

Going 40% cash last week wasn’t widely seen as a good move, but I believed otherwise and reduced my exposure. Now, getting reinvested might not be viewed favorably by everyone either, yet I see it differently and have put capital back to work today. I think this will age well. Give it a few days or weeks.

@WrongVery1968 Don't agree 😂

@Silver__Santa You’re amazing, I appreciate you greatly, but this is just licking your wounds, pure rationalisation.

@au_engineer Yeah tweeted it few days ago.

@Silver__Santa did they say what they are going to do?

#GDXJ rebalancing tomorrow.

#DECISION TIME

@Infokid1Infokid Agree

@Silver__Santa I think Trump will say, US won the war and will pull out front. Israel will be on its own.

The West wants to end their unwinnable war. #IRAN

@YoungLuke010 Gulf needs money rapidly.

@Silver__Santa They are getting margin called on what? crude shorts? other than that nothing went down or up much, precious metals were the biggest victims. Seem like its getting hit from all sides, desperately.

Gold is being sold not because it's no longer a safe haven, and not because the macro is bad. No, Gold is only being sold because leveraged funds are getting margin called, and want to sell their best performing and most liquid Gold asset to cover their losses. The last time this happened in 2020 COVID, Gold saw new highs within 3 months. Just sayin'.

@BoscherMTG True. Good for them. Proud nation.

@Silver__Santa Too bad they’re not in control, Iran controls the strait. They hold the cards.

@Infokid1Infokid Lol yes

@Silver__Santa Trump said they won the war on day 1.

@FringeFin Agree but West is off ramping now. No weapons left. Risk of great depression. Iran holding up. Israel getting destroyed. They'll end it.

@Silver__Santa In general, I agree. The only proviso I would add is the Iran “adventure.” Best case, it ends soon and the damage to oil and gas production is limited. Worst case, the entire region — Iran, UAE, Qatar, and others — could go up in flames. That is now a non-zero probability.

When you want to sell it all, then start buying. 10,000 investors sold already before you, there are no sellers left, so it's close to a bottom. When you want to go all in, then start selling. 10,000 investors bought already before you, there are no buyers left, so it's close to a top. It's the only way to succeed. #SANTA

@Silver__Santa You picked a good time a few weeks ago to shift to larger cash position to prep for this. Good instincts.

DXY - 1.00% OIL - 1.25%

@Silver__Santa Thank you for your always great posts

@Silver__Santa I appreciate you. Always great posts.

@Silver__Santa You are a legend bro 😎