Sprott Nickel Miners ETF

NIKL

Market cap $75.8M

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

In recent months, there has been a lot of discussion about the importance of amplifying the domestic production and supply chains for rare earths in the United States. Given that China maintains a significant hold over the global market, the U.S. looking to increase its own rare earths presence makes a good deal of sense.

Key Takeaways While energy investments of all kinds have struggled amid conflict in the Middle East, uranium might offer a compelling long-term opportunity. Sprott Asset Management CEO John Ciampaglia noted that uranium's fundamentals remain sound, and that it remains far harder to substitute or replace than other metals investors tend to allocate towards.

Silver is entering its sixth consecutive year of a structural supply deficit, as global production fails to keep pace with the massive demand required for the clean energy transition and AI infrastructure.

Despite falling below $5,000 recently, it could be an opportune time to strike and purchase the dip in gold prices. Fundamental demand drivers could continue to push the precious metal higher through the rest of the year.

The Sprott Nickel Miners ETF offers unique, targeted exposure to global nickel miners, with heavy weighting toward Indonesia and minimal U.S. exposure. NIKL has dramatically outperformed the S&P 500, gaining nearly 75% in the past year, driven by surging nickel prices and Indonesian production cuts. Nickel demand is set to rise due to its critical role in next-generation batteries that power electric vehicles, renewable energy, and data centers.

About a month into the new year, exchange-traded funds (ETFs) are beginning to build up enough of a performance record for 2026 to potentially differentiate themselves from the broader market. The funds with the best track record in 2026 may surprise some investors.

Gold and silver were not the only metals to see breakout performances in the later half of 2025.  Much like these other metals, copper also closed out last year in a highly favorable position.

Gold prices hit an apex in October before taking a breather as 2025 winds down — a chance for investors to buy the dip. This could be a golden opportunity to get exposure to a pair of ETFs before another rally ensues: the Sprott Physical Gold Trust (PHYS) and the Sprott Gold Miners ETF (SGDM).

The holiday season not only presents an opportunity to spend time with loved ones, it also allows investors to tilt their portfolios towards assets that can capture short-term upside. One of those is gold.