Good question OMM.
For what it's worth, here's Poet's play book...
Half of my sitfolio is equally weighted across silver, gold and platinum AND I only invest in Nth American royalties/producers/juniors in each (no physical and ETFs).... largely because the USD is the last man standing.
The other half is in Inca and it's my main copper exploration play (Peru Cu/Ag, Oz Cu/Au).... see EB Tucker video on the MD letter thread for rationale.
In my experience, each metal typically fires at different rates, so I usually watch the charts, DSI (sentiment) and Gold to silver/platinum ratio... and rotate between them.
For example, palladium fired first a couple of years ago. Next off the rank is platinum as we speak (some miners up 30-75% last night), then silver and/or gold depending on inflation, stimulus, market crash and comex manipulation!
The reason I'm so bullish on silver is that it's the most manipulated commodity on the planet. After all, what other commodity is currently 50% of what it was in the 1970-80s?
However, because of backwardation (comex spot price cheaper than physical price) it's only a matter of time before silver corrects just like it did for palladium imo.
My main aim is to get in on these multi-generational lows and ride them for the next few years during the commodity super bull cycle.
Exciting times. Not advice.
Poet
