2022 Focused Portfolio Review -DOC JONES
NOTE: This is a broad overview of the catalyst for each company, see Due Diligence Reports for detailed analysis. -Focused Portfolio 2020-2021 total 2 yr return 5600%, no margin, no shorting, employing Thesis construction using math, earth science, financial analysis, data correlation and patience. I’m a PRIVATE INVESTOR, enjoying early retirement after a successful and fulfilling career managing investment portfolios with a focus on the resource sector (including oil and gas). I am completely independent. My only client is me. No one pays me, I don't sell subscriptions or offer sponsorship deals or special access to my trading info... My money where my due diligence is and I explain why. I employ common sense, Fundamental, bottom-up analysis that incorporates but not limited to: currency exchange rates, cost of labor, raw materials cost, geology, Metallurgy, cost of capital, infrastructure, macro influencing factors, capital discipline by management, etc. If the data changes then I do, no emotion about it, let the data guide your investments. LARGEST POSITION: $EMO (High grade zinc, lead, copper, silver, gold) developer/explorer, see reports and podcasts for due diligence) NOTABLE POSITIONS $MPM (oxide gold) $BRAU, (gold developer/explorer, see podcasts for due diligence) $VG (gold silver) $GLDC (gold) $NBLC (copper/gold exploration, tier one discovery potential) Energy $GASX (Natural Gas pure play) $OYL (Billion barrel discovery play) Steel Industry $CAD (Met coal) Lithium & Uranium holdings TBA US CASH I’m a scientist, I change when the data/information changes.. no emotion about it, I retest the thesis then I buy more, scale-out, or hold for more data. I don’t work for anyone or get paid for the research I do. I give my research away for free to help educate the next generation about the wealth creation this sector can provide. I don’t proof-read enough but this isn’t a grammar/spelling contest, the prize, the gold, is in what story the numbers tell. Vet everything. Twitter: https://twitter.com/drjimjonesceo Podcast channel: https://podcasts.apple.com/ca/podcast/due-diligence-by-doc-jones-resource-investor-hunting/id1568221675 Website: https://drjonesresourceinvestor.wordpress.com. Research, research, research. I run a highly concentrated and due diligence focused portfolio. If you want to invest along side me, it’s your money, your responsibility, buy and sell for your own reasons not mine. It’s your money. The best investment you can make is in your own education. I am driven by the hunt for value and truth. This is my passion in life. I’m a big research nerd. Always double-check and only trust the numbers that you have vetted. Commit to memory: “all ozs in the ground are NOT created equal” understanding this basic principle will increase your wealth and your ability to sleep at night... Best, Doc Jones “The stock market is a device for transferring money from the impatient to the patient.” - Warren Buffett THIS IS NOT INVESTMENT ADVICE, USE AT OWN RISK. --- Send in a voice message: https://podcasters.spotify.com/pod/show/docjonesresourceinvestor/message