this will be a really strange and for you most likely boring blog post, my dears. why do i write it then? well, it is intended especially for me in order to keep track on some of my investments which developed nicely. you will find the continuosly enhanced list of names and often also some short comments aka inside info at the bottom of this blog post.
okay, in some cases i sell part of a particular stock market position that way, that i withdraw the money initially invested and keep just the profit only stake. i plan to continuously list these investments here and hope it will help me to make a better decision whether to keep / reduce / increase that particular position. all this is just needed because in my broker's trading app i can only see the current value and the average price of each particular position, but logically not the profit & loss on investments i've sold (years) before π
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btw, why should i sell a stock which doubled, tripled or even multiplied 10 times at all? well, my positions are most often not the type of technology or market / industry leader companies like google, nvidia, amazon, tesla, microsoft or the like which are going to lead their industry for long time or at least stay or survive for ever (in terms of my remaining investor lifespan, of course). many, many of my positions are junior mining aka resource exploration micro caps aka penny stocks or other highly risky investments which can progress phenomenally on good news or on market hysteria in a particular sector (gold, silver, rare earths, lithium, graphene, crypto + BTC + bitcoin mining, IT software + hardware like e.g. semiconductors + space companiews (space-X) + AI + machine learning + big data + cloud services + quantum computing, vaccines, cannabis, casino, banks, weaponry, ... ), but also can go bankrupt easily when the market conditions change or some needed approval by local governmental or environmental authorities will be rejected, a legal case lost, some financing / debt issues go wrong or the like ...
yes, i've had already ten baggers in my portfolio which went bankrupt and this hurts like hell, my dears (e.g. the canadian junior gold explorer tara gold + tara minerals, the australian coal play balamara resources, ...). it hurts even more when a huge positions of mine and simultaneously even a quite succesful or at least promising businesses broke apart. in my case it was mostly between 2011 - 2015 when the precious and base metals prices collapsed. the particular failure reason was always different, just choose between poor management, failed bank loans, fraudulent actions of some investment funds or other entities, production costs higher than earnings, legal disputes and the like (great panther silver, andover mining; baja mining (fraudulent mngmt); crescent gold [they just have'd bad luck as heavy rains in australia floaded their new and already 100k oz gold per year producing mine and they just havent have any money to repair it and also no tailings they could process instead of mine's output to get at least some money (= equals poor management and completely missing risk management, of course)]; buffalo gold; inca one (fraudulent management), royal roads; bravada gold; colt resources; idaho's silver valley trio around the historic sunshine mine sterling mining (est. 1903) + minco silver + shoshone silver which i've bought in order to take part of the re-opening of the sunshine mine ... unfortunatelly, none of them succeeded and there is some follow-up initiative after their bancrupcies which intends to open the mine in 2028 ... of course, small shareholders like me lost all of their investment completely; the jaguar mining with its gold mine in brazil (fraudulent mngmt), alexco resource corp; G.E.T.T. gold; goldsands development, nevado resources (fraudulent mngmt); panex resources; petaquilla minerals ~ gold in panama; petrol one; full motion beverages (former xxx?); veris gold; world copper ltd (fraudulent mngmt); targeted microwave (former burcon nutrascience? no, it was s.th. else before); uc resources which later became the highly succesful crypto company voyager digital and failed after the takeover when the new owners tried to save their own ass after the bitcoin (BTC) crash in 2022 [just read the major bankruptcy reason by googles gemini AI: Der Hauptgrund war der Zahlungsausfall des Krypto-Hedgefonds Three Arrows Capital (3AC), dem Voyager ΓΌber 650 Millionen US-Dollar geliehen hatte], argo blockchain; my failed market bets with premiere-TV and oil price call options; the green energy EECH fund (fraudulent mngmt); qimonda AG; wirecard (fraudulent mngmt); ... it is a long and painful list for me, indeed. i hope this negative experience will help me to avoid similar mistakes in the future, wont it?
on the other hand, there is also the other side in my portfolio with succesful copper + silver + gold mining businesses and some technology as well which currently overweight these above mentioned losses by far π
picture taken from a presentation of one once quite big position in my portfolio and
later bitterly by incompetent management destroyed silver producer great panther silver
(they've decided to 'go big' in brazil instead of focusing on their
profitable mexican silver mine and failed on bank loans completely)
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just to make clear, i do not have any uranium, weaponry & military equipment, big pharma, big banks, mainstream media, casino, cannabis and the like equities π
~~~
what about this 'warren buffett' approach instead?
some AI generated 'warren buffett' stock market wisdom.
not bad, if you asked me π
... or abt the (turtle traders?) trading tribe trend following system?
~~~
finally, here comes my profit only investments aka my #letjusttheprofitsrunlist:
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- NIM (TSX-V) nicola mining ~ copper explorer in canada
- SVE (TSX-V) silver one ~ silver explorer in canada
- CAD (TSX) colonial coal ~ coking coal explorer in canada
- ATCU (TSX) alta copper (former name candente copper) ~ copper explorer in peru, later overtaken by the major australian mining and clean energy company fortescue ltd. FMG (ASX) for an all-cash settlement
- BOX (NYSE) box inc. ~ IT / software content company. few days / weeks later i've sold box completely. today i see it was a good decision as i could sell at approx. $32 in december 2025. the closing price at the NY stock exchange today was some 30% lower at only $23.02 => lucky me π
- PLTR (NASDAQ) palantir technologies. it just performed like crazy recently, so i've sold a part of it. btw, in my office job i do sometimes program some small queries with their palantir foundry 'contour' big data analysis tools and yes, it is just a tool (e.g. like a knife) which you can use for good or for bad by your own choice. in our office, we use it to validate (and thus in some way also to calculate) warranty rates for our cars π ... addendum october 12th, 2026: i've sold few more palantir shares @ 212.12$, the new all-time-high was intraday 212.94, the current P/E ratio is 178
- ASM (TSX) avino silver ~ here i'm not sure whether i've withdrawn all my initial investment or just a significant part of it. anyway, avino developed from explorer to a profitable silver producer in mexico last year, so at the current record silver prices it is hopefully good to keep as much of it as possible, isnt it?
- DBG (TSX) doubleview gold ~ copper / gold / cobalt explorer in canada ~ the major reason i've sold 50% of this shortly acquired micro initial investment today is THIS PARTICULAR BLOG POST, my dears. i've just seen the stock price jumped +38% today on some resource update, so i've immediately thought it could enhace this list. yes, just this stupid extroverted want-to-publish blogger's mood in meπ. on the other hand i have invested more money than i currently have via my margin account which costs me abt 7% interest p.a., so it was also an opportunity to reduce my debt at my broker a little bit. the very next day (26.02.26) soared this stock 12% and next day even additional +15%. the insiders probably know already there will be some positive outcome / positive price moving event soon, dont they?
- NUAG (TSX) new pacific metals ~ silver + silver/lead/zinc explorer in bolivia
- LS9BFD (frankfurt) NoLimits wikifolio fund managed by the molecular biologist dr. richard dobetsberger
- EDR (TSX) endeavour silver ~ a mid term silver + gold + copper producer in mexico & peru ~ febr 27th, 2026: i've sold 75% of my shares today at CAD 18.97 which of course is a fair performance of the stock anyway and it was at almost daily high when gold + silver + almost all precious metals went up like crazy the last 30 minutes of trading and it was just TWO minutes before the stock exchange closed and it was only few hours before israel + usa attacked IRAN π. it means few fat cats out there knew already what will usa + israel do next, didnt they? thats why Au+Ag soared that much today and especially the last few trading minutes. even if i oppose wars wherever i can and attend peace demos against u.s. army + NATO as often i can, my since years Au-Ag-Cu-based stock market portfolio reached an all-time-high in this inflationary cycle today. so at least i can easily compute how much i will loose on war on moday, isnt it? anyway, wanna read my hands-of-IRAN-blog-2019? everything is still true today as it was then ...
my remainig EDR stuff is profit only. why did i sell that much in a silver bull market? well, these mining guys released their Q4/2025 results today and you know what? despite an increase in sales by 300% they've still made a financial loss!!! what price do they need to reach the profit zone? huuuuu? whats the matter with that mngmt? heaven & hell, their silver + gold + copper derivates lost more than all their mines combined delivered on profits. these market misunderstanders have shorts in this bull market environment!!! the same situation was in Q3/2025 as well, which means, they didnt do anything to avoid it in 3 months of continuously rising silver market. just in case you dont understand why should a primary silver producer go short on silver price aka sell silver derivates (futures or options) aka hedge its production costs and thus limit own profits in case its product sells higher aka bet against its own product, there is at least one possible use case for that logic. just imagine, this producer worries abt his production costs / financing needs for some new mine and simply cannot afford to sell his production lower than e.g. $41 per ounce. if they can 'secure' to sell their estimated mine production via financial derivates for e.g. $45, they think they'll survive that year without going bankrupt. of course, the price of such 'short derivates' goes up only when the price of underlying metal Ag / Au / Cu falls and their price drops when the price of Ag / Au / Cu increases. thus became 2025, the dream year for (almost) all silver producers + explores + investors + speculators, a real nightmare for the stupid endeavour mngmt. just imagine that the silver price soared +142% in 2025. btw, to sell all silver production forward at a fixed price makes often sense for a (junior?) primary gold / copper / lead / zinc producer. why? easy. they get that money in front, have no high risk as they know the'll produce the silver ounces needed to cover the derivate position and on top they can use that money immediately to finance / improve their Au / Cu / Pb / Zn production facilities or processes.
- DSV (TSX) discovery silver ~ gold producer in canada + silver explorer in mexico
- LRA (TSX) lara exploration ~ gold + copper + vanadium explorer in south america with projects in chile, brazil, peru (50% of the existing position sold on 2026-03-10)
- PML (TSX-V) panoro minerals, copper explorer in peru. i've sold half of my position at an 5 years high or maybe even at all-time-high of CAD 0.92 on april 9th, 2026 ... it is not always good to sell a rising stock, you know? well, 1 or 2 weeks later was panoro @ CAD 1.21 ... but yes, there are also many examples where a stock skyrockets on some hopes or insider knowledge ... and then the things turn worse and the price collapses ... e.g. my BOC (ASX) bougainville copper was already at AUD 2.50 in 2025 and i just started to think i could / should sell a part of it, then some legal issues went wrong, the trading was haltet for few days and then the share prices dropped by morte then 50% in one day π... today (april 17th, 2026) there is the tradindg halted since weeks again, the price stands at just AUD 0.635 .... lets hope this strange community co-owned papua new guinea copper explorer company is not bankrupt yet, is it? i just think they would need to give up the control to some major copper company which operates in the area like bhp, rio tinto, freeport-McMoRan or the like who would invest billions of dollars in order to develop the bougainville property into a producing mine ... imho noone would invest billions w/o having sufficient legal securities and/or decision making control over the property. what is your guess?
- POET options (nasdaq) poet technologies (optical fast access modules) with due date 01/2028 and strike price of USD 12. today, monday april, 27th i've sold more then half of my remaining POET options at about USD 2.75 each. my dears, last friday i've sold 2 options for USD 7.55 (!!!) and my sell order at USD 8 was not fulfilled as the price went just up to 7.90. what happened in between? well, marvell technology cancelled outstanding purchase order from celestial AI, a company marvell acquired in december 2025. why? marvell alleged that poet's CFO breached confidentiality obligations by disclosing sensitive details regarding purchase orders in some stock platform interview ... my POET shares plunged by 48%-52% from above 15$ to bellow 8$ ... and yes, my sell order for 100 POET shares on friday at 15.55$ was not fulfilled either as the share price went just up to 15.50 and then settled to the final quote of 15.10$ for that day. ... today i've sold most of my remaining options at a still nice profit of approx 50% in order to withdraw my initial investment + some small profit ... yes, at 8 USD would the profit be 350% ... heaven & hell, why could this strange CFO not wait few days longer or tell only what he is allowed to say? who knows? lets hope i'll be able to sell most of my remaining shares at some reasonable price, so i would just keep very few shares + options in order to follow POET's progress in the future as i liked this copmany a lot .... will poet go bankrupt next or what? who knows that?
- HUT (TSX) hΓΌtte 8 corp, a bitcoin mining and energy infrastructure company, may 6th 2026. even if the price continues to go up like crazy, i've sold one fifth of this more then 5-bagger position .... due to the current AI + technology craziness is the price up 100% in 1 month. today +35% on good news as they've got a 10 billion $ contract for a data center in texas. i've sold at +30% in early trading hours, the price went up additional 5% later. btw, this 9 B$ market cap company does not make any profits yet π
- AMD (NASDAQ) advanced micro devices, computer chip manufacturer and semiconductors company, may 6th 2026. due to the current AI + technology craziness is the price up 100% in 5-6 weeks and +17% today, so lets sell the next tranche of this soooo successful investment. i've started to sell above the all-time-high $300 few days ago, sold at $403 today and the tech market hysteria stopped at about $418, the new all-time-high, intraday even $430.6, my dears. btw, AMD's current P/E ratio is 136 (!!!). lets look how does a market hysteria look like aka 5 years chart of AMD in usd: i've sold few more AMD just 2 days later (may 8th, 2026) as my crazy dream limit of $444.44 was hit. the price climbed even higher after that. the next level for the last tranche i can sell? $500.05, my dears .... i like nice numbers and do not care much abt all that chart analysis magic, you see? π well, i'll keep just 1 or 2 shares in order to see whether the mania goes further and what P/E it would be ... what if the price never comes back and i'm out of the rallye? i dont know ... as of today, i believe P/E ratio still matter in some way ,,, 26.05.2026 next stake of AMD sold at 500.05$ ... now i've just 2 more shares in my trading portfolio which i'll keep to observe AMD's further movements. current P/E is 155 (!!!)
and on june, 30th the next stake at $575.75
- INTC (NASDAQ) intel corp., computer chip manufacturer, may 5th 2026. due to the current AI + technology craziness is the price up more then 100% in 1 month. as i still operate on margin and want to sell in the rising market in order to reduce my risks and hopefully eradicate all my broker's debt soon, thus i've sold few stocks at $103. btw, intel's current P/E ratio is negative as the company operated at a loss in both, Q1 2026 and also in the last year 2025 (!!!). the folks tell, their guidance aka outlook is nice, hahaha. wanna see the 5y chart as well? here we go ~ may 6th, 2026
the same situation like with AMD here at intel. i've sold the next tranche at $124 on may 8th ... and the price moved up further. next sell level at $150.05 ... we will see .... end of june, next stake sold for $137.73 when i remember it correctly. the current price on june, 30th is $141.86
- may 6th, 2026: who understands this crazy market rallye of the AI + chip industry + semiconductors + S&P500 + nasdaq100 + many other indexes? even if there is a ceasefire right now, we still have war in iran and the strait of hormuz is closed, isnt it? π±
- RBI (VSE, vienna stock exchange) raiffeisen bank international ~ may 11th, 2026 ~ i do not really like banks. this one austrian institute is different, it makes lot of business in eastern europe. they've presented a desatrous financial quarter with profit down 20% a week ago and they've some problems with assets in russia, too. so i do not really know, why is the stock price +3.3% up today and thus at its 5 years high (maybe even at all-time-high?). even if i have just a really small position for a little bit longer than 1 year and the current P/E ratio is bellow 15 which is fine, lets sell half of it + take my original investment out + let just the profits run further
- POET shares (nasdaq), poet technologies, 13.05.2026 ~ optical fast access modules) ~ few day ago we have had the options trade, this time the regular shares. the disaster with the canceled order by marvell is just a week ago, today is this meme (???) stock up 43% up to a new all-time-high of 20.81$ on quite strange news. they've got a new contract from lumilens AND limilens gets poet stock and 9-years-warrants for 8.25$ per poet share. now, after the regular trading hours is poet up 50% and the current price is 21.57$ ... btw, i'd expect the shate price falls down to 8.25$ if the management values the warrants that low ... anyway, i still have few more poet shares to sell and unfortunately just one more call option
- NBIS (nasdaq) nebius group NV, 13.05.2026 ~ nebius is a dutch technology company which provides some infrastructure for AI computing. the stock price chart looks like the one of intel above and yes, nebius does not generate any profits yet .... well, lets sell the half of my investment and let just the profits participate in future developmens
- DELL (nyse) dell technologies, 22.05.2026, (share price was approx 288$), the laptops + computer producer more then doubled this year, the chart looks exponential, i've more than doubled my position in few tiny weeks, the P/E ratio is 29 which is still somehow rational as the last reported quarterly earnings and profit increased by more than 30% ... lets sell half of my shares anyway. update 28.05.2026 ~ quarterly earnings report with revenue up 88% and net earnings up 256% much better than expected, stocj jumps up like crazy. i've sold in the overnight trading the 1st stake after +20% at 367$ and my very last dell share one hour later after maybe +30% at 400$. the share price rose even further, we are at +45% and 443$ right now, the current P/E is 35 => market hyteria?
- MU (nasdaq) micron technology, 26.05.2026, thx to the AI & chip boom multiplied the stock price 8x in 12 months, the chart is exponential, P/E still reasonable 35, i've sold at 822$ which was maybe +8% today and a 52 weeks / all-time-high anyway ... the price went +18% up to 877$ later today .... the swiss UBS banksters moved their price forecast from 535$ to 1,625$ by factor 3. did they really expected 535$ although the price was close to 800$? does still s.o. believe what this pricetitutes say?
end of june, the last stake dold at $1111.11 ... the current price ob jube, 30th is $1155.11
- SGMR (tgate) ST microelectronics NV, 26.05.2026, similar story and price increase like micron, they have been at similar levels 2 years ago, current P/E for this large cap company is 428. no additional commets ...
- XAIX (trade republic) AI & big data ETF, 27.05.2026, just sold 19 out of 39 shares, the fund on average almost trippled since my few entries between 2022 and 2024, huge increase especially in the last few weeks
- AlzChem group, 27.05.2026, german mid cap chemistry company, the stock is up +600% since my entry in january 2024, i've sold 2/3 of my holdings to lock in the profits
- ARM (nasdaq) ARM holdings semiconductors, 28.05.2026, also some IT computing platform large cap company with mostly intelectual property (not hardware), current market cap is 323B and the P/E is 358, no additional commets needed, are they?
- HPE (nyse) hewlett packard enterprise is the IT solutions & cloud services part of HP, i.e. not the IT hardware departement. its latest chart looks exponential, the company does not make any profits recently and even if i do not 100% understand how does my brokers app calculate a negative P/E ratio, its current value of -215 (!!!) does not look any optimistic to me. 2025-06-01 => lets sell 25 out of my 40 shares which i've acquired just 2 or 3 months ago as they've advanced +10% today and +75% in that short time period. heaven & hell, what an unbelievable market hysteria out there! todayd quarterly earnings report after the market closed was much better than expected. the stock price soared additional 35% to +45% today .... i've sold next 10 shares immediately, mr. market went up next 7% to +52%. i've kept only 5 shares in order to watch the further developments aka euphoria in the chip + AI + IT sector π
- BOC (ASX) bougainville copper ~ 05 august 2026 ~ i'm soooo disappointed, my dears. this local community co-owned copper company from papu new guinea which tries to re-open their Cu mine traded already at AUD 2.53 in late october / early november 2025. i couldvsell slightly below AUD 2 fir a short time, but i've waited till the price is 'back' above 2 ... it never was again ...and then i could easily sell at least above 1 aussie dollar for a looong time well, today i've sold 4,000 out of 5,000 shares for AUD 0.205 ... i'm crying out loud π .... a position which was above 10,000 dollars is just 1,000 today? well, after few negative news, legal issues etc it looks like the company will go bankrupt, if you asked me. thus after few painful years and short period of euphoria i've withdrawn my initial investment of 0.122 per share and kept just 1,000 almost worthless shares in order to see what happens with the company next. ... i think the local community was not able to manage the needed business issues properly. most likely there was also some stupidity + fraud + corruption as well ... why didnt the managment simply sell or option the project to some major copper producer like rio tinto, BHP, teck etc which would be able to re-open the production? thus the local co-owners would just collect some net smelter royalties and taxes ... i've had similar experience with the also australian balamara resources which multiplied 10 times before it went bancrupt forever ... THEREFORE this time i could at least withdraw my original investment in order not to lose everything .... so sad again ... #learning toPRESStheSELLbutton π
- TEAM (nasdaq) atlassian corp ~ 28 august 2026 ~ software for co-operation / co-development for teams, (agile) software development which we also use at BMW .... there is everything connected by links, so that you can easily see e.g. all topics which are included in a particular SW release and navigate fast between them + check their status or the like ... ~ i was lucky to enter the market at a share price under $77. today i've sold almost the half of my position at $188.88 and withdrawn my intitial investment. well, the share price was 5 years ago already above $400, but this 47B market cap large company still operates at a loss (at yearly basis, although in the last reported quarter there was a small profit after taxes). well, there seems to be a small hype for IT & software companies right now, because my other struggling / stagnating share prices like e.g. adobe, microsoft, ADP, SAP, google, nvidia and HP also have developed nicely in the last few weeks, so i'll better take my money out of atlassian and invest it somewhere else. of course, for the remaining position there is a lot of time and patience from my side to wait for even better levels to take additional profits ....
- TLO (TSX) talon metals ~ 10 sept 2026 ~ this mining explorer company is based on the british virgin islands in the caribean close to puerto rico most likely because of some favorable tax laws. it develops the nickel-copper-cobalt project tamarack in minnesota, usa. the stock price advanced by 35% up to CAD 11.20 due to really favorable drill results today. i've had already a sell order in the market at CAD 11.11 for 50 out of my 130 shares, which covered my initial purchase price i've paid many many years before. heaven&hell, my initial (or more likely just the first) purchase were 300 shares in november 2010. okay, that means either there was some reverse stock split after bad bad bad stock performance in the past or i've just sold a part of it few years ago. who knows? well, ive asked google gemini AI and yes, there was a 10 : 1 reverse split in january 2026. anyway, lets watch how will this company develop further π
- VLO (nyse) valero energy ~ 2026-10-05, i've had only 3 shares of that american 117B large cap company. i've sold one of them for $414.14 and the remaining two are profit only. well, the share price is almost at all-time-high and the P/E is at still reasonable $16.85, so there is still room for further improvements, isnt there?
- MAT1 (frankfurt) panasonic ~ 2026-10-06, i've sold 25 out of 60 for 26.92 EUR. well, i've bought for 9.16 eur few years ago, the trading range the last few years was 8 - 12 eur, today all-time-high in euro due to the recent AI & semiconductors hype was above 27 €, the current P/E is 43.43 ... so maybe not the worst day to take my initial investment out of the market, wouldnt you say? π
- ARG (tsx) amerigo resources ~ 2026-10-13, ive sold next part of my soooo successful amerigo shares at CAD 9.01 today. i'm not sure whether i've already my initial investment back, i'll it look up on weekend. i hope, i will sell two more tranches soon, the 1st in the range between CAD 9 and 10 and the 2nd maybe even slighltly above 10? the copper price is close to its all-time-high and seems to advance further as all that electric cars & AI data centers need copper for electricity ... amerigo is suuuper company, you know? they produce copper Cu + molybdenum Mo out of the tailings from the underground codelco's copper mine el teniente in chile. they have long term partnership with codelco, no debt, shareholder friendly attitude, pay above average dividends, all-time-high till now was at CAD 9.11 in september 2026, my position is on average a 9-bagger since i've opened the interactive brokers account at 'lynx brokers' in 2009 ... so why to sell such an profitable and successful stock? well, amerigo is by far my biggest position with a share of 20+% of my portfolio. that is quite risky, my dears as this mid cap company (market cap after the huge price increase this year is still slightly below 1B) has just a single mine (operation) in 1 single jurisdiction (chile), basically only 1 product copper (with a small by-product share of Mo), is completely dependend on codelco, etc. ==> so if some strange + unexpected natural / environmental / technical / working stuff related / legal issue happened, then amerigo would have no source of income anymore ...
- ...
- ...
- ===> hopefully coming soon on the next price increase: SVRS (TSX-V) silver storm mining, USAU (NASDAQ) u.s. gold, TOC (TSX-V) tocvan resorces, ARU (ASX) arafura resources, LYC (ASX) lynas rare earths, TMQ trilogy metals + NB niocorp (both are my old struggling strange metals investments and recently also donald trumps 'strategic metals' move), USA (TSX) americas gold + silver, FF (TSX) first mining gold, MGG minaurum silver, MMG metallic minerals, MMY monument mining, PTX, NCAU, ON, DMGI, ADBE, ADP, SAP, PANW, AUEX advanced minerals, XGC xali gold (gold + silver exploration im mexico + peru), GSKR (goldsky res, former first nordic metals), SLS (solaris res.), SSRM, ??? technologies, GROY (gold royalty)
eof
