Original Article: https://www.readplaza.com/articles/the-2025-thanksgiving-portfolio-where-the-real-feast-is-in-junior-resources
How a Thanksgiving-themed allocation reveals the hidden opportunity in juniors, copper, gold, and uranium for 2025’s real market feast.
Thanksgiving is the one day overindulgence feels patriotic, but when it comes to your portfolio, overloading the plate can trigger the mother of all financial hangovers. Yahoo Finance’s Jared Blikre delivered a masterful holiday metaphor last week, mapping the classic Thanksgiving spread to asset allocation. We’re stealing the platter (with full credit) and reloading it for the junior resource and critical minerals crowd, because in 2025, the real feast isn’t happening at the mega-cap end of the table.
The Turkey: still your broad-market core, the S&P 500 or TSX Composite. It’s the reliable protein everyone pretends to care about while secretly eyeing the sides.
The Gravy: AI, tech, and the Magnificent Seven. Piping hot, delicious, and already responsible for almost all of 2025’s gains. You’ve got plenty just from owning the turkey; no need to drown the plate.
Mashed Potatoes & Stuffing: this is where we diverge from the bond-and-staples crowd. In the real 2025 economy, the true comfort food propping up the entire meal is the critical-mineral complex. Copper is the new mashed potato: quiet, essential, and suddenly in structural deficit as data centers, grid upgrades, and electrification gobble thousands of new pounds per megawatt. Names like Solaris Resources (TSX: SLS), Arizona Sonoran Copper (TSX: ASCU), and Midnight Sun Mining (TSXV: MMA) are junior copper developers and explorers quietly passing the potatoes while the price sleeps… until it doesn’t.
Gold is the heirloom stuffing recipe nobody can screw up. Central banks are hoarding it, deficits are ballooning, and it keeps hitting all-time highs while stocks chop. Skeena Resources (TSX: SKE), Steppe Gold (TSX: STGO), and Heliostar Metals (TSXV: HSTR) are the small-cap and junior dishes that still taste perfect when the lights flicker.
Cranberry Sauce: the tart, high-beta pop. This is uranium and lithium when the sentiment flips. Everyone hated them in 2023–2024, but the reactors keep getting switched back on and the EVs never actually stopped selling. Surge Battery Metals (TSXV: NILI), Premier American Uranium (TSXV: PUR), and District Metals Corp. (TSXV: DMX) are the spoonful-or-two names that can light up the table or disappear without ruining dinner.
Pumpkin Pie: pure fun-money slivers. We’re talking 1 to 2% positions in high-torque juniors like Trident Resources (TSXV: ROCK), fresh off its Contact Lake discovery and La Ronge resource update, or P2 Gold (TSXV: PGLD) with its multi-asset development story. If they go to zero you still finish dessert smiling.
The genius of the Thanksgiving framework is the forced honesty: exactly how much speculative cranberry and pie are you actually piling on? When the cap-weighted turkey is 35% tech and your junior copper/gold/uranium sleeve is still down 40–70% from 2021 highs despite fundamentally stronger drivers, the risk-reward math starts looking suspiciously lopsided in favor of the overlooked sides.
This holiday season, while the crowd fights over another ladle of AI gravy, consider passing the real comfort food: copper, gold, uranium, and the juniors developing tomorrow’s supply. A balanced 2025 plate needs both, and right now the junior resource corner looks like the part of the table nobody has touched yet.
Source: Inspired by and adapted from Yahoo Finance’s “Thanksgiving portfolio plate: How much risk can you be stuffing?” segment featuring Markets and Data Editor Jared Blikre, published November 27, 2025. Full video and transcript available on Yahoo Finance.
Disclaimer: The author does not hold shares in any companies mentioned in this article and may buy or sell at any time. This article is for informational purposes only, was prepared independently without company involvement, and utilized AI assistance. It is not investment advice. Consult a qualified financial advisor before making investment decisions.
