— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

GLOBAL STRATEGIC MANAGEMENT INC

Q3 2020 · Filed 2020-11-13
Market Value
$60M
+10.2%
Holdings
24
-2
New Purchases
2
Added To
4
Closed
1
Reduced
16
Top 10 Concentration
82.7%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MTA 11.69% 7.89% +3.80% $7M
VGZ 4.74% 3.46% +1.28% $3M
EOG 0.97% 0.00% +0.97% $583K
PVG 2.85% 2.15% +0.71% $2M
AAU 1.50% 1.06% +0.45% $903K
EMX 8.74% 8.32% +0.42% $5M
AEM 3.74% 3.37% +0.37% $2M
MMX 0.36% 0.00% +0.36% $216K
GFI 0.40% 0.34% +0.06% $240K
BTG 2.03% 1.98% +0.05% $1M
WPM 4.49% 4.46% +0.03% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FNV 27.74% 30.95% -3.22% $17M
RGLD 9.10% 10.57% -1.46% $5M
ARCC 3.95% 4.67% -0.72% $2M
LAND 1.18% 1.76% -0.58% $710K
FCX 0.83% 1.35% -0.52% $500K
GAINI 2.13% 2.62% -0.49% $1M
PAAS 5.65% 6.12% -0.47% $3M
SAND 1.14% 1.42% -0.28% $682K
GBDC 1.52% 1.80% -0.28% $910K
PHYS 2.04% 2.23% -0.19% $1M
L 1.06% 1.17% -0.12% $634K
EQX 2.15% 2.27% -0.11% $1M
ERF 0.00% 0.06% -0.06% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 11 $36M 60.0%
Mid Cap 5 $4M 6.8%
Small Cap 6 $17M 28.8%
Micro Cap 2 $3M 4.4%

Portfolio Analytics

Avg Market Cap
$21.2B
Median Market Cap
$7.9B
Avg P/E
27.2
Median P/E
16.1
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
23
# ETFs / Funds
1

Top Holdings (24 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FNV 27.74% 119,126 $17M $139.83 -$208K -1,605 -1.3%
2 MTA 11.69% 891,386 $7M $7.88 $3M +80,561 +9.9%
3 RGLD 9.10% 45,662 $5M $119.75 -$289K -870 -1.9%
4 EMX 8.74% 1,995,613 $5M $2.63 $717K -112,036 -5.3%
5 PAAS 5.65% 105,624 $3M $32.10 $59K -3,950 -3.6%
6 VGZ 4.74% 2,634,500 $3M $1.08 $960K +424,500 +19.2%
7 WPM 4.49% 54,810 $3M $49.21 $269K -500 -0.9%
8 ARCC 3.95% 169,830 $2M $13.96 -$174K -6,439 -3.6%
9 AEM 3.74% 28,054 $2M $80.02 $410K -606 -2.1%
10 PVG 2.85% 134,185 $2M $12.76 $543K -4,960 -3.6%
11 EQX 2.15% 110,000 $1M $11.76 $59K -300 -0.3%
12 GAINI 2.13% 140,299 $1M $9.13 -$147K +5
13 PHYS 2.04% 81,497 $1M $15.07 $13K -3,500 -4.1%
14 BTG 2.03% 186,100 $1M $6.55 $138K -5,200 -2.7%
15 GBDC 1.52% 68,489 $910K $13.29 -$69K -15,310 -18.3%
16 AAU 1.50% 1,100,187 $903K $0.82 $328K -80,426 -6.8%
17 LAND 1.18% 47,454 $710K $14.96 -$248K -12,940 -21.4%
18 SAND 1.14% 80,700 $682K $8.45 -$91K +200 +0.2%
19 L 1.06% 18,385 $634K $34.48 -$4K -250 -1.3%
20 EOG 0.97% 16,190 $583K $36.01 +16,190 NEW
21 FCX 0.83% 32,110 $500K $15.57 -$236K -31,100 -49.2%
22 GFI 0.40% 19,600 $240K $12.24 $56K
23 MMX 0.36% 41,800 $216K $5.17 +41,800 NEW
24 ERF —% -$35K -12,500 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
TSLA $0 SOLD

New Positions

SymbolValue% Port
EOG $583K 0.97%
MMX $216K 0.36%

Sold Out Positions

SymbolValue% Port
ERF —%
View SEC EDGAR Filings for GLOBAL STRATEGIC MANAGEMENT INC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms