Pleased to see the Contrarian Miner portfolio up 1% since I last posted on 23 December to £93,072 despite the FTSE 350 Mining index down 6% over the same period.

The portfolio’s performance has been helped by a 25% jump in micro-cap Keras Resources (on no particular news) as well as strong performances from Nordgold (+9%), Amara (+8%) and Lonmin (+6%). Bit of luck really.