Reflections of a gold investor

In aggregate, our gold mini portfolio has neither gained nor fallen much. Yet this hides extraordinary moves in both directions. Gaurav Sodhi updates on the progress of the portfolio.

To do well, gold miners need two things to go right: the gold price and production. Both of these variables are utterly unknowable to outside investors which is why gold miners are perhaps the most volatile sector of the market, suitable for small speculation only.


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