I hold no tech stocks.I hold a range of commodity plays that...

I hold no tech stocks.
I hold a range of commodity plays that provide exposure to copper, nickel, lithium, iron ore, gold and gas.
I have loads of risk via explorers chasing these commodities.
Some of the holdings are developing already defined resources.
All holdings offer protection against inflation and/or financial collapse.
Portfolio is frighteningly volatile but has done extremely well with crazy single stock risk.
At the end of the day my portfolio provides exposure to real assets not goodwill, patents, concepts or crazy multiples.
One can link valuation of these stocks to the present value of metals/energy that they own.
That's enuf detail!
DDD