OZ Minerals (OZL) is our most recent purchase in the space and we’re already showing a profit of 14%, we see no reason to sell OZL at this stage but since we switched from Sourth32 (S32) the later has only rallied 4% illustrating the power of correct switching within a sector in today’s active market. Our other 2 holdings in the sector BHP Group (BHP) and Alumina (AWC) have performed very differently in 2021 with BHP up +14% while AWC is disappointingly down 5% throwing up a couple of obvious questions.
MM remains bullish OZ Minerals (OZL)
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Today we have considered 4 stocks that could be putting their hand up as top performers in the months ahead – the hardest part might be selecting a funding vehicle.
