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  • Ted October 2017
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Geology Trends For Investors of VGPMX (and other PM & NR Mutual Funds)

beebee
edited October 2017 in Fund Discussions
When you think of electric batteries for power walls and electric vehicles do you think of Nickel? You should. Materials are a vital part of any technological system. I came across this website which looks at geology from a investor's perspective.
There’s a revolution going on in the auto industry right now. Tesla, Inc. has proven demand for electric vehicles (EV’s) and invited the entire industry to join in the fun. From the Bolt to the Volt, from the Focus to the Leaf, pure electric and hybrid cars are pouring off the assembly lines in ever greater numbers. In their own way they are picking a new class of winners in the metals space. This article will briefly discuss some of the rationale behind the excitement and the implications for the demand and use of metals in the future.
Metals and Electric Cars – A Revolution in the Making

and,
7 Commodity Winners In Electric Car Revolution:
7+Commodity+Winners+In+Electric+Car+Revolution

A quick screening (highest 3 yr Sharpe Ratio) for Funds in this space:
image

Comments

  • TedTed
    @bee & MFO Members: If Nickel is you thing, suggest you look at JJN or NINI. They are both ETN's so make sure you understand the difference between them and ETFs.
    Regards,
    Ted
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