Jim Letourneau's Blog

Investing, Technology, Travel, Geology, Music, Golf. I think that covers it.

Mega Monster Metal Mayhem Portfolio Update

Our Mega Monster Metal Mayhem Portfolio tracks the largest mining companies on the planet including:

Aluminum - Alcoa Inc. (AA)
Coal - Peabody Energy Corporation (BTU)
Copper - Phelps Dodge (PD)
Diamonds - Aber Resources (AVER, ABZ.TO)
Gold - Newmont Mining Corporation (NEM, NMC.TO)
Iron Ore - Companhia Vale Do Rio Doce (ADR)(RIO)
Natural Gas - EnCana Corp. (ECA, ECA.TO)
Nickel - Inco (N, N.TO)
Oilsands - Suncor Energy Inc. (SU, SU.TO)
Platinum/Palladium - Impala Platinum Ltd (ADR)(IMPUY)
Potash - Potash Corporation of Saskatchewan (POT, POT.TO)
Silver - Pan American Silver (PAAS, PAA.TO)
Uranium - Cameco (CCJ, CCO.TO)
Zinc - Teck Cominco Ltd. (TEC/SB.TO)

We started the portfolio on February 27th, 2005. Over the last month the major metals have been moving sideways/down but there have been no cataclysmic shifts.

Mega Monster Metal Mania Portfolio

I've changed the portfolio accounting and am now just using percentage change from inception date(in $C or US$).

Not Advice