Looking at the commodity charts, Gold and Silver has been doing great, while Platinum Palladium and Copper, have been taking a breather all month.
So it makes sense to me, to take some Silver and Gold miner profits, and to nibble back into Platinum Palladium and Copper miners. Like FCX SCCO for Copper, and or SBSW, IMPUY for Platinum and Palladium.
Even the Steel related miners like NUE, TMST, X, ZEUS are looking good.
Three month views metals: