All the following are long positions in ordinary shares/ETFs, no derivatives, options, etc.

Last updated: 21st March 2024

Anglo Asian Mining

BAE Systems

BP

British American Tobacco

CMC Markets

Caledonia Mining

Capital Gearing Trust

Centamin

Fresnillo

Golden Prospect Precious Metals

Greencoat UK Wind

JPMorgan Asia Growth & Income

JPMorgan China Growth & Income

NextEnergy Solar Fund

Pan African Resources

Rio Tinto

Ruffer Investment

Shell

Sylvania Platinum

Tritax EuroBox

Yes, I know there is no weighting or time frames. I am simply highlighting the companies that I hold.