Looking for advice with my portfolio
I am looking for advice on my portfolio and whether I should sell my mining stocks. Obviously I am very happy with my tech stocks especially micron. I bought antofogasta for copper exposure since we need copper for electric vehicles and renewables. I also got sucked into the silver hype with its run up last year so I bought fresnillo which has industrial demand for solar panels and electric vehicles. I am never selling google and have held it since 2017, I lost real returns through isa transfers. I think google is a diverse stock and has the fastest growing cloud with their custom chips (TPUs). I'm from the UK and its all in a tax free account and I am tempted to sell fresnillo and buy more micron since there are predictions that micron will double by august 2027. I just feel technology is where we have seen the biggest gains and I think the semi conductor industry will see the best returns for the next 10-20 years. It doesn't seem like silver will reach all time highs until the iran war and hormuz straight is resolved, what do you think I should do?
