Most of us are likely sitting on roughly the same increase in our PM portfolios.

I am sitting on some cash with very low bids based on some gaps to be filled on individual stocks. Nothing is getting filled but they are getting closer but a ways to go.

Since January 29 2026 the returns are mostly negative.
YoY it jumps to 31%.
2Y returns are over 100%.
3Y returns approach 300%
It was about 3 years ago that I made the total switch to the miners from my stable portfolio. So what did those stocks do since I sold them? An average of 90% over the 3 years. So still better off.

Not complaining but I do not have the answer as to when the tide will turn for us. My returns may erode further but I will be able to pick up some bargains.