21.4% Gain – resources/metals leading the way. FTSE250 was up about 10% over the same period. My two discretionary picks Anglo and BP did well. I expect them to outperform over the next decade as this (out of date chart) continues its cyclical path to the upside.
My picks for next year are:
My discretiounary pick is Wheaton Precious Metals and Schiehallion Fund as it has some AI exposure (6 % in anthropic etc). Nothing else really stood out.
