diff --git a/memory/real-portfolio.json b/memory/real-portfolio.json
index fff0341..ab9862b 100644
--- a/memory/real-portfolio.json
+++ b/memory/real-portfolio.json
@@ -16,14 +16,22 @@
       "notes": "Broad defense sector ETF"
     },
     {
-      "name": "iShares STOXX Europe 600 Oil & Gas",
-      "symbol": "EXH1.DE",
-      "n26Name": "iShares Oil & Gas",
+      "name": "iShares MSCI Global Metals & Mining",
+      "symbol": "PICK",
+      "n26Name": "S&P Global Mining ETF",
       "invested": 1200,
-      "notes": "European energy sector ETF"
+      "swappedFrom": "EXH1.DE (iShares Oil & Gas)",
+      "swapDate": "2026-03-02",
+      "notes": "Rotated from Oil & Gas into mining/metals per 2026 real assets trend"
     }
   ],
   "totalInvested": 22200,
-  "priceHistory": [],
-  "lastAnalysis": null
+  "priceHistory": [
+    {
+      "timestamp": "2026-03-02T09:26:00Z",
+      "RHM.DE": 1663.50,
+      "note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
+    }
+  ],
+  "lastAnalysis": "2026-03-02T09:26:00Z"
 }