From last week of January 2016, when SpockM was launched, here are the numbers:
GDXJ = 167% return to date, or 370% per annum.
SpockM = 202% return to date, or 450% per annum.
The difference over one year is 80%. On a $100,000 portfolio, that is $80,000 better return.
That more than pays for a subscription to SpockM!
There is no reason why SpockM should not continue to outperform the GDXJ, by a large % over coming years. In fact, expect it to accelerate, as in the early days, SpockM was not fully invested.
SpockM knows how to pick the high impact rocks, and is actively managed. Whereas, GDXJ is essentially a passive ETF, with 2% per annum all in “management” fee, and with all the associated counter party risks, and a vehicle “invented” by Wall Street, to milk the crowd, using a bunch of leveraged decaying derivatives hanging off it. A “thing” of the bankers. Yikes!
Prefer to own individual PM stocks outright, without counter party issues, where I can call the CEO/MD and have chat about the forward strategy. Knowledge is the key. That is the edge. Look at Equitas, Anfield, etc. With the ETF there is no edge.