Natalie Pace

SpaceX will become publicly traded on the NASDAQ Stock Exchange on or about June 12, 2026, with the ticker symbol SPCX. The world will likely see its 1st trillionaire crowned on the 1st day of trading (Elon Musk), if the IPO comes in at $1.6 trillion or higher, and stays there. You know you want to buy it. Should you jump in on June 12? Put SpaceX on a Stock Shopping List? Will it show up in one of the technology funds that you already own? Will the Wall Street insiders who have been investing in SpaceX for half a century! use the IPO to sell high and turn their paper profits into hard cash at retail investors' expense?

Where are the best opportunities? What are the greatest risks? Our portfolio performance in 2025 was outstanding. Our silver stock pick (First Magestic Silver) more than tripled, performing far better than its more popular cousin, gold. Peru more than doubled and was a better play than just betting on copper (+32%). Clean energy was one of the top performers as well, with 60% gains compared to Nvidia’s 40%.

With oil and defense stocks and the S&P 500 at all-time highs, should you buy, hold, or sell? Will the safe havens continue to dominate returns? Are there any risks with Peru and copper? With Tesla, Microsoft, and Palantir down -21-31%, has the tide shifted toward value and away from growth?

Let’s dive into the data to design a blueprint that increases the performance and the protection of our portfolio.

By now you've heard that AI, data centers, and the Magnificent 7 are responsible for Wall Street's spectacular gains over the past three years. You might also know that silver was the superstar in 2025, having tripled in price. Are you aware that Peru and clean energy were some of the super performers, with gains of over 100% and 55%, respectively? This pretty much rounds-up the hot picks we selected for 2025. Will they continue to perform in 2026, or are there new areas to lean into? What about bitcoin? Are we headed for a Crypto Winter?

Bitcoin Was Our 2024 Investment of the Year. Our Ethereum ETF doubled in 4 months (since April). Silver and Peru (copper) are the best performers YTD (even better than Bitcoin & Ethereum), with 50% and 45% gains, respectively. With all of these trading near all-time highs, should you buy high, hoping to sell higher? Is there a better strategy? What is the outlook for stocks and safe havens going forward? As importantly, how can we eliminate the capital gains exposure of crypto currencies? The session will include a chart of sector returns, including the Magnificent 7.