skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. AEM: Hi Peter and Team, Across all portfolios, we are under-represented in the gold sector, having only a small holding in the CGL. [Agnico Eagle Mines Limited]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team,

Across all portfolios, we are under-represented in the gold sector, having only a small holding in the CGL.C ETF,

If investing today, in what order would you put new money into the three stocks AEM, FNV, and WPM, or is there a case to be made to invest equal amounts in all three, assuming there's no significant overlap?

As always, thanks for your assistance in making an informed decision.
Asked by Jerry on March 24, 2025
5i Research Answer:

We would rank AEM first still, and FNV and WPM as effectively tied. But FNV has a bit of optionality if FM's Panama mine gets a re-start, so it would have a slight edge today over WPM. But we would be very comfortable owning all three for some sector diversity.