July Subscriber Exclusive: Ranked portfolio and watchlist

My trade journal. What looks interesting as liquidity drains out of the market.

For reasons I can’t figure out, several of you have decided to pay for this newsletter, so now I feel honour-bound to give you a look behind the curtain.

But first, here are my recent appearances on Mining Stock Daily that I forgot to promote previously.

In this issue:

• Portfolio updates

• Watchlist notes

• Interesting investment ideas

So here’s what we’re going to do. We’ll start with an enhanced look at the portfolio.

This is what everyone else sees …

Updated Portfolio

As of June 27, 2026

Mining

• KGCRF - Kinross Contingent Value Rights

• Banyan Gold

• Surge Copper

• Iamgold

• Agnico Eagle

• Agnico Eagle Contingent Value Right

Industrials

• Comstock Inc. - Silver

• LibertyStream Infrastructure Partners - Lithium

• Aecon - Nuclear

• Clean Seed Capital - Agriculture

Royalties

• Altius Minerals

• Gold Royalty

• LunR Royalties

• Oracle Commodity Holdings

Exploration/Prospect Generators

• Kenorland Minerals

• Orogen Royalties

• Prospector Metals

• Vulcan Minerals

• Morien Resources

Specials/Workouts

• Panthera Resources

• Almaden Minerals

Here’s how I look at it …