How would the Golden Portfolio rank against Kinross, Avino, Contango, or Wheaton Precious Metals in the first 1-2 years following the gold reset?

Here is a more speculative list with regard to Avino and Contango which will be more time-dependent in nature but will have a huge appreciation in value. The Kinross and Wheaton we would add to your previous list, not in the front but at the rear, as being more or less comparable depending on timing.