Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenTaiwan tensions flare up again - what does that mean for silver? On March 12, China sent 5 planes into Taiwan's air defense identification zone, 3 of which crossed the median line after weeks of unusual calm over the Taiwan Strait. The timing is not accidental. We are in a period where the US is strategically stretched: Ukraine, the Iran region, and now Taiwan. Western ammunition stockpiles are depleted. Trump's unpredictability creates uncertainty about the actual response. China is reading this carefully. In December 2025, the PLA conducted "Justice Mission 2025" - the largest exercises since 2022, with 130 planes and a simulated full blockade of Taiwan. Market Implications A Taiwan scenario - even one that does not escalate to full invasion - will have dramatic consequences. 90% of the world's advanced semiconductor production is located in Taiwan through TSMC. Insurance premiums in commodity markets will explode, and safe haven demand for silver and gold will accelerate sharply. Why AuAg Silver Bullet? Silver is not just a safe haven - it's a hybrid. In an escalating geopolitical climate, one gets safe haven purchases like with gold, industrial demand from the defense sector and the semiconductor industry, as well as lower pricing than gold with higher potential upon re-rating. Silver is up +12% last month and +153% last year. Technically, support holds around 83-84, after a correction from the peak near 95. It looks like consolidation before the next leg up. AuAg Silver Bullet provides exposure to the upside of the silver price combined with mining companies with operational leverage - which amplifies returns when the spot price rises. Risk Outlook This is not a prediction of a Chinese invasion. Most analysts point to 2027-2035 as a realistic time window. But markets don't just price events - they price probabilities and risk premiums. And that premium is rising. The portfolio is positioned for geopolitical fragmentation: energy, defense, silver. All three are getting tailwinds from what we see unfolding. What do others here think about the Taiwan risk and its effect on commodities? #silver #silver #AuAg #geopolitics #Taiwan #commodities #investment Kilder: https://www.japantimes.co.jp/news/2026/03/12/asia-pacific/china-warplanes-taiwan/https://aninews.in/news/world/others/taiwan-detects-5-chinese-aircraft-6-vessels-around-its-territories20260312071114/https://thediplomat.com/2026/01/chinas-taiwan-drills-are-crossing-a-new-line/- ·5 t sitten · MuokattuAuAg Silver Bullet in the Iran War: Why I'm holding The most practical question right now is not whether silver will rise. It's whether you should be in AuAg Silver Bullet while World Energy rises and silver consolidates. My answer is yes. We are in week two of the Iran War. Brent is at $100. Hormuz is partially blocked. The market is pricing in a quick resolution within 4–6 weeks. World Energy rises directly with the oil price, while AuAg consolidates between $83 and $90 under pressure from dollar strengthening and recession fears. The downside is limited. $80 is the first critical support – JP Morgan has $81 as an average target for 2026 with documented institutional buying interest at this level. Realistic downside risk is 5–8%, anchored by a structural deficit in the silver market now in its fifth consecutive year. Since AuAg is a fund, there are no transaction costs eating into this margin. The crucial question is not whether oil holds $100 – it's what happens with permanent infrastructure destruction. Oil and gas facilities that are physically destroyed take 3–7 years to rebuild. This is qualitatively different from a Hormuz blockade that is lifted with a ceasefire. The market is not fully pricing in this scenario yet. Even more serious is the destruction of water infrastructure. Desalination plants are vulnerable military targets. If these are taken out, large population centers become physically uninhabitable and tens of millions of people are set in motion. China cannot stand on the sidelines when Iran – China's largest oil trading partner – collapses humanitarianly. Gulf states stop recycling petrodollars into US Treasury bonds. The entire safe haven map is redrawn. The Fed is trapped – inflation too high to cut, growth too weak to raise. Government bonds stop working. The dollar strengthens short-term but weakens structurally. Central banks accelerate gold diversification – they bought 863 tons in 2025 alone. The most important argument for holding AuAg is that precious metals markets do not turn gradually. They gap up overnight. 28. februar went silver from $84 to $96 in hours. The next jump could come when permanent infrastructure destruction is confirmed, upon escalation against Saudi Arabia, or when the Fed signals in May that they are trapped. Being out of AuAg that night costs far more than the downside you protect yourself against. In a full stagflation scenario, JP Morgan's gold target $6.300 points to silver at $126 at a historical 50:1-ratio. The most aggressive estimates point towards $150. Hold both funds. World Energy provides direct oil exposure now. AuAg provides the stagflation bet when the turning point comes. What you are waiting for is the market's realization that the damage is permanent – and it can come in an instant. Not financial advice – only my personal analysis. https://fortune.com/2026/03/12/recession-stagflation-oil-iran-trump-deutsche-oxford-economics/https://www.cnbc.com/2026/03/09/fears-of-1970s-style-stagflation-arise-with-oil-spike-to-100-how-big-a-threat-is-it.htmlhttps://www.aljazeera.com/economy/2026/3/12/how-will-the-war-on-iran-impact-the-us-economyhttps://www.jpmorgan.com/insights/global-research/commodities/silver-priceshttps://silverinstitute.org/silver-demand-forecast-to-expand-across-key-technology-sectors/ https://www.canadianminingreport.com/blog/how-gold-prices-could-react-to-the-iran-war-scenarios-from-goldman-sachs-and-leading-commodity-experts
·12 t sittenAny thoughts on the silver price now that the dollar is strengthening?
·13 t sittenClassic opening crash when comex comes into play 😅🤦♂️
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenTaiwan tensions flare up again - what does that mean for silver? On March 12, China sent 5 planes into Taiwan's air defense identification zone, 3 of which crossed the median line after weeks of unusual calm over the Taiwan Strait. The timing is not accidental. We are in a period where the US is strategically stretched: Ukraine, the Iran region, and now Taiwan. Western ammunition stockpiles are depleted. Trump's unpredictability creates uncertainty about the actual response. China is reading this carefully. In December 2025, the PLA conducted "Justice Mission 2025" - the largest exercises since 2022, with 130 planes and a simulated full blockade of Taiwan. Market Implications A Taiwan scenario - even one that does not escalate to full invasion - will have dramatic consequences. 90% of the world's advanced semiconductor production is located in Taiwan through TSMC. Insurance premiums in commodity markets will explode, and safe haven demand for silver and gold will accelerate sharply. Why AuAg Silver Bullet? Silver is not just a safe haven - it's a hybrid. In an escalating geopolitical climate, one gets safe haven purchases like with gold, industrial demand from the defense sector and the semiconductor industry, as well as lower pricing than gold with higher potential upon re-rating. Silver is up +12% last month and +153% last year. Technically, support holds around 83-84, after a correction from the peak near 95. It looks like consolidation before the next leg up. AuAg Silver Bullet provides exposure to the upside of the silver price combined with mining companies with operational leverage - which amplifies returns when the spot price rises. Risk Outlook This is not a prediction of a Chinese invasion. Most analysts point to 2027-2035 as a realistic time window. But markets don't just price events - they price probabilities and risk premiums. And that premium is rising. The portfolio is positioned for geopolitical fragmentation: energy, defense, silver. All three are getting tailwinds from what we see unfolding. What do others here think about the Taiwan risk and its effect on commodities? #silver #silver #AuAg #geopolitics #Taiwan #commodities #investment Kilder: https://www.japantimes.co.jp/news/2026/03/12/asia-pacific/china-warplanes-taiwan/https://aninews.in/news/world/others/taiwan-detects-5-chinese-aircraft-6-vessels-around-its-territories20260312071114/https://thediplomat.com/2026/01/chinas-taiwan-drills-are-crossing-a-new-line/
- ·5 t sitten · MuokattuAuAg Silver Bullet in the Iran War: Why I'm holding The most practical question right now is not whether silver will rise. It's whether you should be in AuAg Silver Bullet while World Energy rises and silver consolidates. My answer is yes. We are in week two of the Iran War. Brent is at $100. Hormuz is partially blocked. The market is pricing in a quick resolution within 4–6 weeks. World Energy rises directly with the oil price, while AuAg consolidates between $83 and $90 under pressure from dollar strengthening and recession fears. The downside is limited. $80 is the first critical support – JP Morgan has $81 as an average target for 2026 with documented institutional buying interest at this level. Realistic downside risk is 5–8%, anchored by a structural deficit in the silver market now in its fifth consecutive year. Since AuAg is a fund, there are no transaction costs eating into this margin. The crucial question is not whether oil holds $100 – it's what happens with permanent infrastructure destruction. Oil and gas facilities that are physically destroyed take 3–7 years to rebuild. This is qualitatively different from a Hormuz blockade that is lifted with a ceasefire. The market is not fully pricing in this scenario yet. Even more serious is the destruction of water infrastructure. Desalination plants are vulnerable military targets. If these are taken out, large population centers become physically uninhabitable and tens of millions of people are set in motion. China cannot stand on the sidelines when Iran – China's largest oil trading partner – collapses humanitarianly. Gulf states stop recycling petrodollars into US Treasury bonds. The entire safe haven map is redrawn. The Fed is trapped – inflation too high to cut, growth too weak to raise. Government bonds stop working. The dollar strengthens short-term but weakens structurally. Central banks accelerate gold diversification – they bought 863 tons in 2025 alone. The most important argument for holding AuAg is that precious metals markets do not turn gradually. They gap up overnight. 28. februar went silver from $84 to $96 in hours. The next jump could come when permanent infrastructure destruction is confirmed, upon escalation against Saudi Arabia, or when the Fed signals in May that they are trapped. Being out of AuAg that night costs far more than the downside you protect yourself against. In a full stagflation scenario, JP Morgan's gold target $6.300 points to silver at $126 at a historical 50:1-ratio. The most aggressive estimates point towards $150. Hold both funds. World Energy provides direct oil exposure now. AuAg provides the stagflation bet when the turning point comes. What you are waiting for is the market's realization that the damage is permanent – and it can come in an instant. Not financial advice – only my personal analysis. https://fortune.com/2026/03/12/recession-stagflation-oil-iran-trump-deutsche-oxford-economics/https://www.cnbc.com/2026/03/09/fears-of-1970s-style-stagflation-arise-with-oil-spike-to-100-how-big-a-threat-is-it.htmlhttps://www.aljazeera.com/economy/2026/3/12/how-will-the-war-on-iran-impact-the-us-economyhttps://www.jpmorgan.com/insights/global-research/commodities/silver-priceshttps://silverinstitute.org/silver-demand-forecast-to-expand-across-key-technology-sectors/ https://www.canadianminingreport.com/blog/how-gold-prices-could-react-to-the-iran-war-scenarios-from-goldman-sachs-and-leading-commodity-experts
- ·12 t sittenAny thoughts on the silver price now that the dollar is strengthening?
- ·13 t sittenClassic opening crash when comex comes into play 😅🤦♂️
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenTaiwan tensions flare up again - what does that mean for silver? On March 12, China sent 5 planes into Taiwan's air defense identification zone, 3 of which crossed the median line after weeks of unusual calm over the Taiwan Strait. The timing is not accidental. We are in a period where the US is strategically stretched: Ukraine, the Iran region, and now Taiwan. Western ammunition stockpiles are depleted. Trump's unpredictability creates uncertainty about the actual response. China is reading this carefully. In December 2025, the PLA conducted "Justice Mission 2025" - the largest exercises since 2022, with 130 planes and a simulated full blockade of Taiwan. Market Implications A Taiwan scenario - even one that does not escalate to full invasion - will have dramatic consequences. 90% of the world's advanced semiconductor production is located in Taiwan through TSMC. Insurance premiums in commodity markets will explode, and safe haven demand for silver and gold will accelerate sharply. Why AuAg Silver Bullet? Silver is not just a safe haven - it's a hybrid. In an escalating geopolitical climate, one gets safe haven purchases like with gold, industrial demand from the defense sector and the semiconductor industry, as well as lower pricing than gold with higher potential upon re-rating. Silver is up +12% last month and +153% last year. Technically, support holds around 83-84, after a correction from the peak near 95. It looks like consolidation before the next leg up. AuAg Silver Bullet provides exposure to the upside of the silver price combined with mining companies with operational leverage - which amplifies returns when the spot price rises. Risk Outlook This is not a prediction of a Chinese invasion. Most analysts point to 2027-2035 as a realistic time window. But markets don't just price events - they price probabilities and risk premiums. And that premium is rising. The portfolio is positioned for geopolitical fragmentation: energy, defense, silver. All three are getting tailwinds from what we see unfolding. What do others here think about the Taiwan risk and its effect on commodities? #silver #silver #AuAg #geopolitics #Taiwan #commodities #investment Kilder: https://www.japantimes.co.jp/news/2026/03/12/asia-pacific/china-warplanes-taiwan/https://aninews.in/news/world/others/taiwan-detects-5-chinese-aircraft-6-vessels-around-its-territories20260312071114/https://thediplomat.com/2026/01/chinas-taiwan-drills-are-crossing-a-new-line/
- ·5 t sitten · MuokattuAuAg Silver Bullet in the Iran War: Why I'm holding The most practical question right now is not whether silver will rise. It's whether you should be in AuAg Silver Bullet while World Energy rises and silver consolidates. My answer is yes. We are in week two of the Iran War. Brent is at $100. Hormuz is partially blocked. The market is pricing in a quick resolution within 4–6 weeks. World Energy rises directly with the oil price, while AuAg consolidates between $83 and $90 under pressure from dollar strengthening and recession fears. The downside is limited. $80 is the first critical support – JP Morgan has $81 as an average target for 2026 with documented institutional buying interest at this level. Realistic downside risk is 5–8%, anchored by a structural deficit in the silver market now in its fifth consecutive year. Since AuAg is a fund, there are no transaction costs eating into this margin. The crucial question is not whether oil holds $100 – it's what happens with permanent infrastructure destruction. Oil and gas facilities that are physically destroyed take 3–7 years to rebuild. This is qualitatively different from a Hormuz blockade that is lifted with a ceasefire. The market is not fully pricing in this scenario yet. Even more serious is the destruction of water infrastructure. Desalination plants are vulnerable military targets. If these are taken out, large population centers become physically uninhabitable and tens of millions of people are set in motion. China cannot stand on the sidelines when Iran – China's largest oil trading partner – collapses humanitarianly. Gulf states stop recycling petrodollars into US Treasury bonds. The entire safe haven map is redrawn. The Fed is trapped – inflation too high to cut, growth too weak to raise. Government bonds stop working. The dollar strengthens short-term but weakens structurally. Central banks accelerate gold diversification – they bought 863 tons in 2025 alone. The most important argument for holding AuAg is that precious metals markets do not turn gradually. They gap up overnight. 28. februar went silver from $84 to $96 in hours. The next jump could come when permanent infrastructure destruction is confirmed, upon escalation against Saudi Arabia, or when the Fed signals in May that they are trapped. Being out of AuAg that night costs far more than the downside you protect yourself against. In a full stagflation scenario, JP Morgan's gold target $6.300 points to silver at $126 at a historical 50:1-ratio. The most aggressive estimates point towards $150. Hold both funds. World Energy provides direct oil exposure now. AuAg provides the stagflation bet when the turning point comes. What you are waiting for is the market's realization that the damage is permanent – and it can come in an instant. Not financial advice – only my personal analysis. https://fortune.com/2026/03/12/recession-stagflation-oil-iran-trump-deutsche-oxford-economics/https://www.cnbc.com/2026/03/09/fears-of-1970s-style-stagflation-arise-with-oil-spike-to-100-how-big-a-threat-is-it.htmlhttps://www.aljazeera.com/economy/2026/3/12/how-will-the-war-on-iran-impact-the-us-economyhttps://www.jpmorgan.com/insights/global-research/commodities/silver-priceshttps://silverinstitute.org/silver-demand-forecast-to-expand-across-key-technology-sectors/ https://www.canadianminingreport.com/blog/how-gold-prices-could-react-to-the-iran-war-scenarios-from-goldman-sachs-and-leading-commodity-experts
- ·12 t sittenAny thoughts on the silver price now that the dollar is strengthening?
- ·13 t sittenClassic opening crash when comex comes into play 😅🤦♂️
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%