5 Positions I Bought Today

Short post today. Here are 5 positions I added today. Typically I would aim for more individual stocks, but as the markets are feeling somewhat frothy, I thought it was time to add more ETF exposure.

• AMLP - positioning for the oil infrastructure recovery
• EZA - wanting more diversified mineral exposure + exposure to Naspers
• EWN - wanting more exposure to ASML/Corbion/Unilever
• RSX - wanting more diversified mineral exposure & yield
• NILSY - wanting more exposure to nickel/palladium (read batteries/ pollution control)

NILSY produces 24% of the world's Nickel, 41% of the world's Palladium, 2% of the world's Copper, and 11% of the world's Platinum

Side note:

I find it ironic that in order to produce some of the most renewable and sustainable technologies in the world, some of the most environmentally harmful mining must take place. Here's a nice video on Norlisk (NILSY):

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