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Investment Q&A

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

Q: Recently 5i answered a member’s question on appropriate gold weightings in a portfolio:

“ We like physical gold as 'insurance' against unknown events and inflation. On average, we would see a 5% bullion weighting, combined with a 5% gold stock weighting, as about right for the current economic climate.”

Just to clarify- 5i’s opinion is that the current climate supports an investment portfolio having 10% of total equity in gold split evenly between producers and bullion, correct? (Not asking for specific advice here)
Thanks,
Trevor
Read Answer Asked by Trevor on July 14, 2025
Q: Hi 5i Team - With gold up substantially the past year or so and now that gold stocks seem to be participating more, I am interested in taking a small position in a few junior exploration companies. I already have two mid tier producers. Are there any exploration companies that that you may be aware of that have reasonable funding and potential for decent discoveries. Past successes of management would also help. Or is there a reputable site or publication that might cover this sort of thing. Thanks.
Read Answer Asked by Rob on July 09, 2025
Q: Would you sell Adriatic Metals (adt.ax) now if you owned it, or wait and take Dundee shares and some cash? I don't like waiting too long.
Read Answer Asked by Kel on July 09, 2025
Q: Hi there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?

Thanks in advance! Kevin
Read Answer Asked by Kevin on July 08, 2025
Q: I own Labrador Iron Ore Royalty Corporation and am considering adding more to my holdings.

As of June 4, the US raised the tariffs on steel coming into the US from 25% to 50%.
With the US administration's recent rate increase and their pattern of changing tariff rates on a whim, do you see this as a good time to own LIF?

I am looking at an investment horizon of 5+ years. If it is a good time to invest, at what price would a good entry point be? Thank you for your assistance.
Read Answer Asked by Cathy on July 08, 2025
Q: Good Afternoon 5i Team,

Alkane Resources (an Australian company) is in the process of taking over Mandalay Resources in an all-stock deal. If you were a shareholder of Mandalay, would you take the Alkane shares or would you sell the Mandalay shares before the deal closes? Also, Alkane has applied for a TSX listing. Is there a risk that their application will be rejected and that Canadian investors will be unable to sell their Alkane shares.

Thanks for your expert opinion.
Read Answer Asked by Michel L on July 08, 2025
Q: Hi 5i team,

Could you suggest some Canadian precious metals ETF that you like taking into account volatility and MER.?

Many thanks in advance.
Read Answer Asked by Michel L on July 02, 2025
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