- My position in precious metals now meaningfull enough that i pulled it out from the generic “savings/valuables” post.
My preferred way of buying physical metal remains Bullionvault.com: https://www.bullionvaultaffiliate.com/porcelripam/en - Great news from Targovax on their oncolytic virus ONCOS-102, so relocated my PCI Biotech position to Targovax for now.
- Nordic Nanovector remains my single largest stock position! This is very nostalgic and I’m happy to see the company in such a bullish position.
The companys Q1 report with regards to patient recruitment was good, not quite great, so it was sold off a little bit by the market, but have found good footing above key support levels going into the summer.
Newsflow around radiopharmaceuticals remains very bullish. See the NANOV investor blog for more info:
https://nanoinvestors.wordpress.com/ - Gold and Silver still testing very critical resistance levels, and can be about to do a major move to the upside, I am as bullish as ever:
Portfolio chart: Gold monthly and weekly chart hilariously bullish - Bitcoin remains in the 30.000 to 40.000 range, I have been carefully buying Spot Bitcoin, still not considering going back into the margin trading game.
- Genmab has been performing fantastically, so shaving my position there just a bit to put some funds into Targovax.
- Closely watching Photocure, looking to rebuy more if we don’t see any dumping action.
Previous portfolio update:
https://thebaconportfolio.wordpress.com/2021/05/18/portfolio-update-may-18th-2021/
The Bacon Portfolio 