Yesterday, I experienced the biggest rise in the total value of our portfolios.  But what is even more satisfying is where the rise came from.

For our portfolios to outperform, the big guns have to be blowing their tops.  They were VUL, AXE, PBH, WHK and APT.  APT already had its big jump a few days ago (Square announced a takeover) and VUL had a more recent rise too from a good technological update.

However, I have to say that the most delightful jumps were in HCH and LKE.  Why?  HCH fits my modus operandi in investment strategy.  When a miner discovers more and more valuable minerals, you top up your holding when few want it.  But there is a limit to faith in that stock because tying your money up in 'non-performing' (in term of market cap) stock is not rewarding.  My top-ups slowed but I knew a day will come when a big boy (Glencore) will turn up and invest in it.  I never sold it off.

LKE represents a new bunch of miners who are fully aware of the zero-carbon tag.  Already VUL has soared, but here is another lithium miner coming.  My local newsagent suggested this stock  to me and it has already gone up by net >20% in 10 days, including the 2 top-ups.