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GLOBAL STRATEGIC MANAGEMENT INC

Q4 2020 · Filed 2021-02-10
Market Value
$61M
+2.0%
Holdings
27
+3
New Purchases
4
Added To
11
Closed
2
Reduced
10
Top 10 Concentration
85.2%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MTA 16.62% 11.69% +4.93% $10M
EMX 11.02% 8.74% +2.29% $7M
MUFG 0.98% 0.00% +0.98% $599K
ARCC 4.73% 3.95% +0.78% $3M
PAAS 6.29% 5.65% +0.64% $4M
CVX 0.52% 0.00% +0.52% $317K
GLD 0.35% 0.00% +0.35% $217K
GAINI 2.48% 2.13% +0.35% $2M
AEM 4.01% 3.74% +0.28% $2M
L 1.28% 1.06% +0.23% $785K
KGC 0.17% 0.00% +0.17% $104K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FNV 23.30% 27.74% -4.43% $14M
AAU 0.00% 1.50% -1.50% $0
RGLD 7.99% 9.10% -1.12% $5M
PHYS 0.94% 2.04% -1.11% $575K
FCX 0.00% 0.83% -0.83% $0
GBDC 0.95% 1.52% -0.57% $581K
EOG 0.45% 0.97% -0.52% $274K
PVG 2.46% 2.85% -0.39% $2M
WPM 4.19% 4.49% -0.31% $3M
EQX 1.88% 2.15% -0.27% $1M
SAND 0.99% 1.14% -0.14% $607K
VGZ 4.60% 4.74% -0.14% $3M
LAND 1.09% 1.18% -0.09% $670K
MMX 0.31% 0.36% -0.05% $191K
GFI 0.38% 0.40% -0.02% $232K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $916K 1.5%
Large Cap 13 $33M 54.1%
Mid Cap 4 $4M 5.8%
Small Cap 6 $22M 36.1%
Micro Cap 2 $2M 2.5%

Portfolio Analytics

Avg Market Cap
$47.8B
Median Market Cap
$15.3B
Avg P/E
27.0
Median P/E
16.1
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
25
# ETFs / Funds
2

Top Holdings (27 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FNV 23.30% 113,910 $14M $125.27 -$2M -5,216 -4.4%
2 MTA 16.62% 810,326 $10M $12.56 $3M -81,060 -9.1%
3 EMX 11.02% 2,045,908 $7M $3.30 $2M +50,295 +2.5%
4 RGLD 7.99% 45,994 $5M $106.34 -$577K +332 +0.7%
5 PAAS 6.29% 111,554 $4M $34.50 $458K +5,930 +5.6%
6 ARCC 4.73% 171,600 $3M $16.89 $527K +1,770 +1.0%
7 VGZ 4.60% 2,632,066 $3M $1.07 -$29K -2,434 -0.1%
8 WPM 4.19% 61,305 $3M $41.81 -$134K +6,495 +11.8%
9 AEM 4.01% 34,879 $2M $70.47 $213K +6,825 +24.3%
10 GAINI 2.48% 150,881 $2M $10.07 $238K +10,582 +7.5%
11 PVG 2.46% 131,435 $2M $11.47 -$204K -2,750 -2.0%
12 BTG 2.01% 219,900 $1M $5.60 $12K +33,800 +18.2%
13 EQX 1.88% 111,500 $1M $10.34 -$141K +1,500 +1.4%
14 L 1.28% 17,435 $785K $45.02 $151K -950 -5.2%
15 LAND 1.09% 45,764 $670K $14.64 -$40K -1,690 -3.6%
16 SAND 0.99% 84,800 $607K $7.16 -$75K +4,100 +5.1%
17 MUFG 0.98% 135,500 $599K $4.42 +135,500 NEW
18 GBDC 0.95% 41,059 $581K $14.15 -$329K -27,430 -40.0%
19 PHYS 0.94% 61,700 $575K $9.32 -$653K -19,797 -24.3%
20 CVX 0.52% 3,760 $317K $84.31 +3,760 NEW
21 EOG 0.45% 5,490 $274K $49.91 -$309K -10,700 -66.1%
22 GFI 0.38% 25,100 $232K $9.24 -$8K +5,500 +28.1%
23 GLD 0.35% 1,219 $217K $178.01 +1,219 NEW
24 MMX 0.31% 34,800 $191K $5.49 -$25K -7,000 -16.8%
25 KGC 0.17% 14,200 $104K $7.32 +14,200 NEW
26 AAU —% -$903K -1,100,187 -100.0% SOLD
27 FCX —% -$500K -32,110 -100.0% SOLD

New Positions

SymbolValue% Port
MUFG $599K 0.98%
CVX $317K 0.52%
GLD $217K 0.35%
KGC $104K 0.17%

Sold Out Positions

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

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