I'm continuing with this portfolio experiment. People say copper is in the midst of a mining glut until 2017, so I'm in no rush to enter. Nickel seems contingent on whether there will be a Nickel vehicle battery or better. This is tricky for my portfolio, how to play nickel. As an ethical fund manager in another life I would've endeavoured to bring about faster Nickel production where is being recycled economically (like a battery would be).