Critical minerals supply chain: rare earth miners + battery metals
Rare Earth / Critical Minerals
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| ALB | BUY | 60% | 40.0% below entry | 37.6% above entry | 3.3% | TVYH |
| SCCO | BUY | 43% | 40.0% below entry | 27.2% above entry | 4.5% | TVYH |
| XME | BUY | 32% | 31.5% below entry | 20.4% above entry | 6.1% | TVYH |
| SQM | BUY | 90% | 40.0% below entry | 45.0% above entry | 2.7% | TVYH |
| CCJ | BUY | 51% | 40.0% below entry | 32.4% above entry | 3.8% | TVYH |
| REMX | BUY | 42% | 40.0% below entry | 26.6% above entry | 4.6% | TVYH |
| PICK | BUY | 27% | 26.3% below entry | 17.0% above entry | 7.2% | TVYH |
| FCX | BUY | 45% | 40.0% below entry | 28.6% above entry | 4.3% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -31% drawdown to return 122% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.