The NFTRH Model Portfolio introduced itself with a Rare Earth fund, since replaced with two individual picks Molycorp (MCP, avg cost 20.11, +10.9%) and Rare Element Resources (REE, avg cost 4.18, +16.7%) and I would be more than pleased to see an upward revision of this former darling of a sector that was beaten down after the big pump into 2011 wore off. It could prove to have been an excellent bottom feeder buy.
Also, the Lithium fund in the portfolio continues upward as well. I cannot wait to get the FOMC out of the way so that the analysis can level out and stop having to account for wild cards. These strategic commodities could have a good run if things stay on track.
http://www.biiwii.blogspot.com
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