Contrarian Miner has been fortunate to escape the volatility of the mining sector over the past week relatively unscathed. Since I last posted on 5 May, the Contrarian Miner portfolio is up 1.8% against the FTSE 350 Mining Index down 3.4%. Since inception Contrarian Miner is now up 32% against the index down 3% as shown on the chart below.

Portfolio holdings are unchanged since my last post. Contrarian remains close to fully invested (just £3,776 in cash) with a good spread of commodity exposure (see below). So trying hard not to fiddle.