How Much I’m Allocating to Ronin & a Uranium Position Rotation.
Swapping uranium miners and breaking down how much i’m funding a position in Ronin Resources (where I hold a role within the company) - updated portfolio screenshot.
I’ve been chatting with my mentor and mate, Trader Ferg, and after reading his latest uranium article, I’ve decided to rotate out of a uranium miner I’ve held for over 7 years.
P.S. Completely unrelated, but it’s springtime in Buenos Aires—my favourite time of year. I’m planning to organise a meetup in December for anyone in town. A few drinks somewhere. Date and place to be decided, but rest assured, It will be somewhere with decent security given some of the lunatics that pop up in my conversations on X. If you’re keen, please send me a message.
I’ve also sold another position to fund a stake in Ronin Resources 🇦🇺, the company I’ve recently joined as Country Manager - Argentina. 🇦🇷
I’ve been mulling over how much money to allocate to Ronin and I’ll go through it below.
Here’s how my portfolio looks: