Mychael,I for one think you have a good list there. Monitor them...

Mychael,

I for one think you have a good list there. Monitor them and sit on them all for the long term - keep the winners and cut the losers if they do not perform in say 12 months time.

Your list includes virtually all my preferred U stocks. MTN, AGS, ERN (number 1 for mine), WMT, DYL, ACB (not on the list). As a dark horse I will suggest CDU. Primarily Copper stock but I have a feeling the U on their tenement will add some value in due course (and a bit of diversification never hurt anyone - check it out).

I think your strategy is sensible and well thought out. I have done something similar for my super. Spread the risk a bit, increase chances of having some money in the next 20bagger, and having a mix of stocks with large resources as well as greenfields explorers.

You could do a lot worse than that list. Good luck and well done on you success to date with PDN, BLR etc.